RWM
Rialto Wealth Management Portfolio holdings
AUM
$358M
This Quarter Return
-0.59%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+5.2%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
6.01%
Top 10 Holdings %
Top 10 Hldgs %
40.15%
Holding
1,012
New
491
Increased
186
Reduced
119
Closed
18
Top Buys
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.82M |
| 2 |
Invesco QQQ Trust
QQQ
|
$346K |
| 3 |
JPMorgan Chase
JPM
|
$239K |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
$202K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$188K |
Sector Composition
| 1 | Technology | 4.06% |
| 2 | Healthcare | 1.78% |
| 3 | Industrials | 1.23% |
| 4 | Financials | 1.15% |
| 5 | Real Estate | 0.62% |
