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
$388M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,801
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.56%
2 Industrials 1.44%
3 Healthcare 1.34%
4 Financials 1.14%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RIG icon
1126
Transocean
RIG
$4.23B
$606 ﹤0.01%
194
+169
SAIA icon
1127
Saia
SAIA
$9.05B
$599 ﹤0.01%
+2
CBSH icon
1128
Commerce Bancshares
CBSH
$7.44B
$598 ﹤0.01%
10
+2
CRSR icon
1129
Corsair Gaming
CRSR
$663M
$598 ﹤0.01%
67
CHRD icon
1130
Chord Energy
CHRD
$5.42B
$597 ﹤0.01%
6
KAI icon
1131
Kadant
KAI
$3.39B
$596 ﹤0.01%
2
BMRN icon
1132
BioMarin Pharmaceuticals
BMRN
$9.95B
$596 ﹤0.01%
11
+4
JKHY icon
1133
Jack Henry & Associates
JKHY
$13.6B
$596 ﹤0.01%
4
+1
FSS icon
1134
Federal Signal
FSS
$6.69B
$595 ﹤0.01%
5
+2
MCY icon
1135
Mercury Insurance
MCY
$5.17B
$594 ﹤0.01%
7
+4
NXT icon
1136
Nextpower Inc
NXT
$13.1B
$592 ﹤0.01%
8
+5
OHI icon
1137
Omega Healthcare
OHI
$13.2B
$592 ﹤0.01%
+14
SGI
1138
Somnigroup International
SGI
$19.5B
$591 ﹤0.01%
7
MGEE icon
1139
MGE Energy Inc
MGEE
$2.99B
$590 ﹤0.01%
7
+6
AWI icon
1140
Armstrong World Industries
AWI
$7.97B
$589 ﹤0.01%
3
+1
PR icon
1141
Permian Resources
PR
$10.4B
$589 ﹤0.01%
46
+35
FTV icon
1142
Fortive
FTV
$17.6B
$588 ﹤0.01%
12
-11
ARE icon
1143
Alexandria Real Estate Equities
ARE
$8.19B
$584 ﹤0.01%
+7
CVCO icon
1144
Cavco Industries
CVCO
$4.67B
$581 ﹤0.01%
+1
EPR icon
1145
EPR Properties
EPR
$3.82B
$581 ﹤0.01%
10
RDN icon
1146
Radian Group
RDN
$4.9B
$580 ﹤0.01%
+16
ORA icon
1147
Ormat Technologies
ORA
$6.76B
$578 ﹤0.01%
6
+3
SIG icon
1148
Signet Jewelers
SIG
$3.52B
$576 ﹤0.01%
6
+5
SMCI icon
1149
Super Micro Computer
SMCI
$18.9B
$576 ﹤0.01%
12
AXS icon
1150
AXIS Capital
AXS
$8.2B
$575 ﹤0.01%
6
-7