RWM

Rialto Wealth Management Portfolio holdings

AUM $388M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,778
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.41%
2 Healthcare 1.45%
3 Industrials 1.31%
4 Financials 1.27%
5 Real Estate 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DCI icon
926
Donaldson
DCI
$9.83B
$833 ﹤0.01%
+12
ONB icon
927
Old National Bancorp
ONB
$7.73B
$833 ﹤0.01%
+39
AXTA icon
928
Axalta
AXTA
$6.01B
$832 ﹤0.01%
+28
CMS icon
929
CMS Energy
CMS
$22.5B
$832 ﹤0.01%
12
+5
CRS icon
930
Carpenter Technology
CRS
$16.5B
$830 ﹤0.01%
3
CF icon
931
CF Industries
CF
$12.6B
$828 ﹤0.01%
9
+3
GTLS icon
932
Chart Industries
GTLS
$9.15B
$824 ﹤0.01%
5
+2
DOW icon
933
Dow Inc
DOW
$15.4B
$821 ﹤0.01%
31
-51
GBCI icon
934
Glacier Bancorp
GBCI
$5.22B
$819 ﹤0.01%
+19
PPL icon
935
PPL Corp
PPL
$27.2B
$814 ﹤0.01%
24
+9
PLXS icon
936
Plexus
PLXS
$3.69B
$812 ﹤0.01%
+6
SOBO
937
South Bow Corp
SOBO
$5.75B
$804 ﹤0.01%
31
DBX icon
938
Dropbox
DBX
$7.44B
$801 ﹤0.01%
28
+8
SYF icon
939
Synchrony
SYF
$25.4B
$801 ﹤0.01%
12
-14
FLEX icon
940
Flex
FLEX
$21.7B
$799 ﹤0.01%
+16
TKR icon
941
Timken Company
TKR
$5.18B
$799 ﹤0.01%
+11
AMKR icon
942
Amkor Technology
AMKR
$7.64B
$798 ﹤0.01%
+38
APAM icon
943
Artisan Partners
APAM
$2.9B
$798 ﹤0.01%
+18
CALM icon
944
Cal-Maine
CALM
$4.27B
$798 ﹤0.01%
8
+2
DTE icon
945
DTE Energy
DTE
$28.6B
$795 ﹤0.01%
6
+2
ALK icon
946
Alaska Air
ALK
$4.54B
$792 ﹤0.01%
+16
PSN icon
947
Parsons
PSN
$8.8B
$790 ﹤0.01%
+11
BYD icon
948
Boyd Gaming
BYD
$6.06B
$783 ﹤0.01%
+10
FUL icon
949
H.B. Fuller
FUL
$3.04B
$782 ﹤0.01%
+13
PBF icon
950
PBF Energy
PBF
$4.39B
$781 ﹤0.01%
+36