RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
$4.74B
$606 ﹤0.01%
194
+169
SAIA icon
1127
Saia
SAIA
$9.08B
$599 ﹤0.01%
+2
CBSH icon
1128
Commerce Bancshares
CBSH
$7.97B
$598 ﹤0.01%
11
+3
CRSR icon
1129
Corsair Gaming
CRSR
$579M
$598 ﹤0.01%
67
CHRD icon
1130
Chord Energy
CHRD
$5.23B
$597 ﹤0.01%
6
BMRN icon
1131
BioMarin Pharmaceuticals
BMRN
$10.8B
$596 ﹤0.01%
11
+4
JKHY icon
1132
Jack Henry & Associates
JKHY
$13.5B
$596 ﹤0.01%
4
+1
KAI icon
1133
Kadant
KAI
$3.74B
$596 ﹤0.01%
2
FSS icon
1134
Federal Signal
FSS
$6.83B
$595 ﹤0.01%
5
+2
MCY icon
1135
Mercury Insurance
MCY
$4.95B
$594 ﹤0.01%
7
+4
NXT icon
1136
Nextpower Inc
NXT
$14.3B
$592 ﹤0.01%
8
+5
OHI icon
1137
Omega Healthcare
OHI
$13.3B
$592 ﹤0.01%
+14
SGI
1138
Somnigroup International
SGI
$19.4B
$591 ﹤0.01%
7
MGEE icon
1139
MGE Energy Inc
MGEE
$2.9B
$590 ﹤0.01%
7
+6
AWI icon
1140
Armstrong World Industries
AWI
$8.12B
$589 ﹤0.01%
3
+1
PR icon
1141
Permian Resources
PR
$10.6B
$589 ﹤0.01%
46
+35
FTV icon
1142
Fortive
FTV
$16.7B
$588 ﹤0.01%
12
-11
ARE icon
1143
Alexandria Real Estate Equities
ARE
$9.81B
$584 ﹤0.01%
+7
CVCO icon
1144
Cavco Industries
CVCO
$5.34B
$581 ﹤0.01%
+1
EPR icon
1145
EPR Properties
EPR
$4.21B
$581 ﹤0.01%
10
RDN icon
1146
Radian Group
RDN
$4.5B
$580 ﹤0.01%
+16
ORA icon
1147
Ormat Technologies
ORA
$7.15B
$578 ﹤0.01%
6
+3
SIG icon
1148
Signet Jewelers
SIG
$3.8B
$576 ﹤0.01%
6
+5
SMCI icon
1149
Super Micro Computer
SMCI
$18.8B
$576 ﹤0.01%
12
AXS icon
1150
AXIS Capital
AXS
$7.91B
$575 ﹤0.01%
6
-7