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
UMBF icon
1276
UMB Financial
UMBF
$7.9B
$316 ﹤0.01%
+3
MTN icon
1277
Vail Resorts
MTN
$5.03B
$315 ﹤0.01%
+2
PODD icon
1278
Insulet
PODD
$23.1B
$315 ﹤0.01%
+1
VIRT icon
1279
Virtu Financial
VIRT
$2.92B
$314 ﹤0.01%
+7
SSD icon
1280
Simpson Manufacturing
SSD
$6.57B
$311 ﹤0.01%
+2
CNO icon
1281
CNO Financial Group
CNO
$3.79B
$309 ﹤0.01%
+8
GATX icon
1282
GATX Corp
GATX
$5.45B
$308 ﹤0.01%
2
-1
AX icon
1283
Axos Financial
AX
$4.28B
$305 ﹤0.01%
+4
EEFT icon
1284
Euronet Worldwide
EEFT
$2.97B
$305 ﹤0.01%
+3
BOOT icon
1285
Boot Barn
BOOT
$5.22B
$304 ﹤0.01%
+2
LTH icon
1286
Life Time Group Holdings
LTH
$5.44B
$304 ﹤0.01%
10
-8
MOH icon
1287
Molina Healthcare
MOH
$7.03B
$298 ﹤0.01%
+1
SXT icon
1288
Sensient Technologies
SXT
$3.94B
$296 ﹤0.01%
+3
WEX icon
1289
WEX
WEX
$4.68B
$294 ﹤0.01%
+2
RAL
1290
Ralliant Corp
RAL
$5.24B
$291 ﹤0.01%
+6
CSW
1291
CSW Industrials
CSW
$4.03B
$287 ﹤0.01%
+1
QLYS icon
1292
Qualys
QLYS
$5B
$286 ﹤0.01%
+2
HLNE icon
1293
Hamilton Lane
HLNE
$5.58B
$285 ﹤0.01%
+2
WYNN icon
1294
Wynn Resorts
WYNN
$12.3B
$282 ﹤0.01%
+3
LAUR icon
1295
Laureate Education
LAUR
$4.41B
$281 ﹤0.01%
12
-14
H icon
1296
Hyatt Hotels
H
$14.1B
$280 ﹤0.01%
+2
MIR icon
1297
Mirion Technologies
MIR
$5.96B
$280 ﹤0.01%
+13
OC icon
1298
Owens Corning
OC
$8.15B
$276 ﹤0.01%
2
-11
HRB icon
1299
H&R Block
HRB
$5.53B
$275 ﹤0.01%
+5
PNW icon
1300
Pinnacle West Capital
PNW
$10.7B
$269 ﹤0.01%
3
-12