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
$5010%31 New
+$501
$5010%149 New
+$501
$5000%17 New
+$500
$5000%3 New
+$500
$4990%19 New
+$499
$4990%22 New
+$499
$4990%145 New
+$499
$4990%8 New
+$499
$4990%3 New
+$499
$4980%4 New
+$498
$4980%29 New
+$498
$4970%7 New
+$497
$4970%11 New
+$497
$4970%15 New
+$497
$4960%31 New
+$496
$4960%3 New
+$496
$4960%91 New
+$496
$4950%44 New
+$495
$4950%4 New
+$495
$4950%25 New
+$495
$4920%15 New
+$492
$4920%27 New
+$492
$4910%11 New
+$491
$4900%204 New
+$490
$4900%5 New
+$490
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