RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.06%
2 Healthcare 1.78%
3 Industrials 1.23%
4 Financials 1.15%
5 Real Estate 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KLXE icon
876
KLX Energy Services
KLXE
$30M
$490 ﹤0.01%
+140
MMC icon
877
Marsh & McLennan
MMC
$92.9B
$489 ﹤0.01%
+2
VTLE icon
878
Vital Energy
VTLE
$599M
$489 ﹤0.01%
+23
BERY
879
DELISTED
Berry Global Group, Inc.
BERY
$489 ﹤0.01%
+7
BTU icon
880
Peabody Energy
BTU
$3.81B
$488 ﹤0.01%
+36
FDX icon
881
FedEx
FDX
$56.1B
$488 ﹤0.01%
+2
SIGA icon
882
SIGA Technologies
SIGA
$594M
$488 ﹤0.01%
+89
IONQ icon
883
IonQ
IONQ
$21.9B
$486 ﹤0.01%
+22
ONTO icon
884
Onto Innovation
ONTO
$6.57B
$486 ﹤0.01%
+4
TROX icon
885
Tronox
TROX
$556M
$486 ﹤0.01%
+69
BR icon
886
Broadridge
BR
$26.7B
$485 ﹤0.01%
+2
KGS icon
887
Kodiak Gas Services
KGS
$3.03B
$485 ﹤0.01%
+13
OLN icon
888
Olin
OLN
$2.68B
$485 ﹤0.01%
+20
PLNT icon
889
Planet Fitness
PLNT
$7.91B
$484 ﹤0.01%
+5
REI icon
890
Ring Energy
REI
$189M
$483 ﹤0.01%
+420
TEM
891
Tempus AI
TEM
$15.2B
$483 ﹤0.01%
+10
BRY icon
892
Berry Corp
BRY
$262M
$482 ﹤0.01%
+150
VFC icon
893
VF Corp
VFC
$5.58B
$482 ﹤0.01%
+31
MKSI icon
894
MKS Inc
MKSI
$9.17B
$481 ﹤0.01%
+6
VNO icon
895
Vornado Realty Trust
VNO
$7.53B
$481 ﹤0.01%
+13
SM icon
896
SM Energy
SM
$2.44B
$480 ﹤0.01%
+16
ATKR icon
897
Atkore
ATKR
$2.19B
$480 ﹤0.01%
+8
CDE icon
898
Coeur Mining
CDE
$13.5B
$480 ﹤0.01%
+81
PBI icon
899
Pitney Bowes
PBI
$1.94B
$480 ﹤0.01%
+53
ALSN icon
900
Allison Transmission
ALSN
$6.76B
$479 ﹤0.01%
+5