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
$4790%22 New
+$479
$4760%12 New
+$476
$4760%43 New
+$476
$4750%833 New
+$475
$4750%10 New
+$475
$4740%35 New
+$474
$4740%21 New
+$474
$4740%5 New
+$474
$4730%89 New
+$473
$4720%38 New
+$472
$4720%417 New
+$472
$4710%15 New
+$471
$4700%7 New
+$470
$4700%1 New
+$470
$4690%23 New
+$469
$4690%6 New
+$469
$4670%7 New
+$467
$4660%3 New
+$466
$4660%7 New
+$466
$4660%3 New
+$466
$4650%8 New
+$465
$4640%19 New
+$464
$4640%54 New
+$464
$4630%53 New
+$463
$4620%21 New
+$462
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