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
VKTX icon
1126
Viking Therapeutics
VKTX
$4.32B
$530 ﹤0.01%
+20
GERN icon
1127
Geron
GERN
$721M
$529 ﹤0.01%
+375
RRC icon
1128
Range Resources
RRC
$9.04B
$529 ﹤0.01%
13
-10
WBA
1129
DELISTED
Walgreens Boots Alliance
WBA
$529 ﹤0.01%
+46
TRU icon
1130
TransUnion
TRU
$15.7B
$528 ﹤0.01%
+6
ERAS icon
1131
Erasca
ERAS
$814M
$525 ﹤0.01%
+413
DXC icon
1132
DXC Technology
DXC
$2.17B
$520 ﹤0.01%
34
+16
KE
1133
Kimball Electronics
KE
$661M
$520 ﹤0.01%
+27
UHT
1134
Universal Health Realty Income Trust
UHT
$553M
$520 ﹤0.01%
+13
ATI icon
1135
ATI
ATI
$13.4B
$519 ﹤0.01%
+6
OWL icon
1136
Blue Owl Capital
OWL
$9.15B
$519 ﹤0.01%
+27
GGG icon
1137
Graco
GGG
$13.3B
$516 ﹤0.01%
+6
PAG icon
1138
Penske Automotive Group
PAG
$10.3B
$516 ﹤0.01%
+3
CFR icon
1139
Cullen/Frost Bankers
CFR
$7.85B
$515 ﹤0.01%
+4
KOP icon
1140
Koppers
KOP
$546M
$515 ﹤0.01%
16
-2
SAFE
1141
Safehold
SAFE
$949M
$514 ﹤0.01%
33
+6
WY icon
1142
Weyerhaeuser
WY
$15.5B
$514 ﹤0.01%
20
-43
BFS
1143
Saul Centers
BFS
$728M
$513 ﹤0.01%
+15
HBI icon
1144
Hanesbrands
HBI
$2.35B
$513 ﹤0.01%
+112
FUBO icon
1145
FuboTV Inc
FUBO
$1.24B
$510 ﹤0.01%
+132
FYBR icon
1146
Frontier Communications
FYBR
$9.47B
$510 ﹤0.01%
14
-7
SEI
1147
Solaris Energy Infrastructure
SEI
$2.23B
$510 ﹤0.01%
18
-4
HNST icon
1148
The Honest Company
HNST
$272M
$509 ﹤0.01%
+100
URBN icon
1149
Urban Outfitters
URBN
$5.51B
$508 ﹤0.01%
+7
OUT icon
1150
Outfront Media
OUT
$3.61B
$506 ﹤0.01%
31