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
$4400%91 New
+$440
$4370%131 New
+$437
$4370%48 New
+$437
$4360%53 New
+$436
$4340%249 New
+$434
$4340%3 New
+$434
$4340%6 New
+$434
$4330%6 New
+$433
$4310%57 New
+$431
$4310%37
-377
-91%
-$4.39K
$4310%90 New
+$431
$4300%19 New
+$430
$4280%55 New
+$428
$4270%296 New
+$427
$4220%40 New
+$422
$4180%56 New
+$418
$4160%4 New
+$416
$4150%298 New
+$415
$4140%2 New
+$414
$4130%21 New
+$413
$4110%12 New
+$411
$4000%1 New
+$400
$3960%2 New
+$396
$3900%18 New
+$390
$3890%7 ––
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