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
$4610%6 New
+$461
$4600%98 New
+$460
$4600%1 New
+$460
$4600%3 New
+$460
$4590%19 New
+$459
$4590%11 New
+$459
$4580%27 New
+$458
$4580%159 New
+$458
$4570%4 New
+$457
$4550%7 New
+$455
$4550%385 New
+$455
$4550%43 New
+$455
$4540%25 New
+$454
$4540%1,220 New
+$454
$4530%30 New
+$453
$4530%4 New
+$453
$4500%6 New
+$450
$4500%21 New
+$450
$4460%60 New
+$446
$4450%11 New
+$445
$4440%4 New
+$444
$4430%80 New
+$443
$4420%11 New
+$442
$4420%2 New
+$442
$4410%4 New
+$441
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