RWM

Rialto Wealth Management Portfolio holdings

AUM $319M
AUM
$319M
AUM Growth
+$15.8M
Cap. Flow
+$19.3M
Cap. Flow %
6.06%
Top 10 Hldgs %
40.15%
Holding
1,012
New
491
Increased
186
Reduced
119
Closed
18

Top Buys

1
$8.5M
2
$4.98M
3
$2.31M
4
$1.28M
5
$1.17M

Top Sells

1
$2.82M
2
$346K
3
$239K
4
$202K
5
$188K

Sector Composition

1Technology4.06%
2Healthcare1.78%
3Industrials1.23%
4Financials1.15%
5Real Estate0.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$5110%8 New
+$511
$5080%26 New
+$508
$5080%14 New
+$508
$5080%3 New
+$508
$5080%2 New
+$508
$5080%20 New
+$508
$5070%84 New
+$507
$5070%29 New
+$507
$5060%4 New
+$506
$5060%16 New
+$506
$5060%27 New
+$506
$5050%19 New
+$505
$5050%3 New
+$505
$5050%171 New
+$505
$5050%11 New
+$505
$5050%16 New
+$505
$5050%28 New
+$505
$5050%24 New
+$505
$5040%10 New
+$504
$5040%18 New
+$504
$5040%100 New
+$504
$5030%6 New
+$503
$5030%3 New
+$503
$5020%5 New
+$502
$5010%53 New
+$501
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