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
$418M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.53%
2 Industrials 1.65%
3 Healthcare 1.6%
4 Financials 1.14%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SIGI icon
1276
Selective Insurance
SIGI
$4.95B
$503 ﹤0.01%
6
+1
SVC
1277
Service Properties Trust
SVC
$361M
$503 ﹤0.01%
273
SW
1278
Smurfit Westrock
SW
$22.3B
$503 ﹤0.01%
13
-61
AEO icon
1279
American Eagle Outfitters
AEO
$4.31B
$502 ﹤0.01%
19
+13
EPR icon
1280
EPR Properties
EPR
$4.26B
$499 ﹤0.01%
10
LOPE icon
1281
Grand Canyon Education
LOPE
$4.99B
$499 ﹤0.01%
3
SITE icon
1282
SiteOne Landscape Supply
SITE
$6.57B
$499 ﹤0.01%
4
+1
IRM icon
1283
Iron Mountain
IRM
$28.4B
$498 ﹤0.01%
6
+1
NWSA icon
1284
News Corp Class A
NWSA
$14.6B
$497 ﹤0.01%
19
-4
PRIM icon
1285
Primoris Services
PRIM
$8.07B
$497 ﹤0.01%
4
SUI icon
1286
Sun Communities
SUI
$16.1B
$496 ﹤0.01%
4
PSMT icon
1287
Pricesmart
PSMT
$4.34B
$491 ﹤0.01%
4
+1
ARE icon
1288
Alexandria Real Estate Equities
ARE
$9.88B
$490 ﹤0.01%
10
+3
TEAM icon
1289
Atlassian
TEAM
$31.2B
$487 ﹤0.01%
3
LBRDK icon
1290
Liberty Broadband Class C
LBRDK
$6.34B
$486 ﹤0.01%
10
+8
UTL icon
1291
Unitil
UTL
$904M
$485 ﹤0.01%
+10
AUR icon
1292
Aurora
AUR
$9.04B
$484 ﹤0.01%
+126
ALTG icon
1293
Alta Equipment Group
ALTG
$209M
$483 ﹤0.01%
105
CPA icon
1294
Copa Holdings
CPA
$5.42B
$483 ﹤0.01%
4
+1
AMH icon
1295
American Homes 4 Rent
AMH
$12B
$482 ﹤0.01%
+15
BRBR icon
1296
BellRing Brands
BRBR
$2.83B
$482 ﹤0.01%
18
+16
EMB icon
1297
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.7B
$482 ﹤0.01%
5
GPK icon
1298
Graphic Packaging
GPK
$4.51B
$482 ﹤0.01%
32
+13
CMG icon
1299
Chipotle Mexican Grill
CMG
$52.8B
$481 ﹤0.01%
13
-28
H icon
1300
Hyatt Hotels
H
$15.9B
$481 ﹤0.01%
3