RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,801
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.56%
2 Industrials 1.44%
3 Healthcare 1.34%
4 Financials 1.14%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CCL icon
851
Carnival Corp
CCL
$36.8B
$1.24K ﹤0.01%
43
+21
MDB icon
852
MongoDB
MDB
$31.3B
$1.24K ﹤0.01%
4
+1
CVGI icon
853
Commercial Vehicle Group
CVGI
$57.3M
$1.24K ﹤0.01%
730
MKSI icon
854
MKS Inc
MKSI
$14.1B
$1.24K ﹤0.01%
10
+1
PODD icon
855
Insulet
PODD
$20B
$1.24K ﹤0.01%
4
+3
MTD icon
856
Mettler-Toledo International
MTD
$28.7B
$1.23K ﹤0.01%
1
NBR icon
857
Nabors Industries
NBR
$906M
$1.23K ﹤0.01%
+30
UCB
858
United Community Banks
UCB
$4.04B
$1.22K ﹤0.01%
39
+3
FAF icon
859
First American
FAF
$6.25B
$1.22K ﹤0.01%
19
+12
GAP
860
The Gap Inc
GAP
$9.74B
$1.22K ﹤0.01%
57
+8
PTC icon
861
PTC
PTC
$19.2B
$1.22K ﹤0.01%
6
TERN icon
862
Terns Pharmaceuticals
TERN
$3.98B
$1.22K ﹤0.01%
162
YUM icon
863
Yum! Brands
YUM
$42.5B
$1.22K ﹤0.01%
8
+3
COLB icon
864
Columbia Banking Systems
COLB
$8.48B
$1.21K ﹤0.01%
47
+14
CTSH icon
865
Cognizant
CTSH
$39.7B
$1.21K ﹤0.01%
18
-3
TPG icon
866
TPG
TPG
$9.62B
$1.21K ﹤0.01%
21
GTLS icon
867
Chart Industries
GTLS
$9.32B
$1.2K ﹤0.01%
6
+1
ALEC icon
868
Alector
ALEC
$200M
$1.19K ﹤0.01%
403
LRN icon
869
Stride
LRN
$3.04B
$1.19K ﹤0.01%
8
+1
CC icon
870
Chemours
CC
$2.29B
$1.19K ﹤0.01%
75
HRL icon
871
Hormel Foods
HRL
$13.5B
$1.19K ﹤0.01%
48
+15
NXST icon
872
Nexstar Media Group
NXST
$6.42B
$1.19K ﹤0.01%
6
MAC icon
873
Macerich
MAC
$4.72B
$1.18K ﹤0.01%
65
CSGP icon
874
CoStar Group
CSGP
$27B
$1.18K ﹤0.01%
14
+8
AGEN
875
Agenus
AGEN
$115M
$1.18K ﹤0.01%
305