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
EXLS icon
1326
EXL Service
EXLS
$6.79B
$397 ﹤0.01%
9
+1
IPGP icon
1327
IPG Photonics
IPGP
$3.44B
$396 ﹤0.01%
5
+2
WDFC icon
1328
WD-40
WDFC
$2.76B
$396 ﹤0.01%
2
+1
TDS icon
1329
Telephone and Data Systems
TDS
$5.17B
$393 ﹤0.01%
10
+6
VRTX icon
1330
Vertex Pharmaceuticals
VRTX
$112B
$392 ﹤0.01%
1
RBC icon
1331
RBC Bearings
RBC
$15.8B
$391 ﹤0.01%
1
VCTR icon
1332
Victory Capital Holdings
VCTR
$4.41B
$389 ﹤0.01%
6
+4
SITE icon
1333
SiteOne Landscape Supply
SITE
$6.57B
$387 ﹤0.01%
3
+1
EXAS icon
1334
Exact Sciences
EXAS
$19.5B
$383 ﹤0.01%
7
+3
CWK icon
1335
Cushman & Wakefield Ltd
CWK
$3.98B
$383 ﹤0.01%
24
+7
HCC icon
1336
Warrior Met Coal
HCC
$5.26B
$382 ﹤0.01%
6
+2
KBH icon
1337
KB Home
KBH
$3.88B
$382 ﹤0.01%
6
EAT icon
1338
Brinker International
EAT
$7.01B
$381 ﹤0.01%
3
+1
TTC icon
1339
Toro Company
TTC
$8.77B
$381 ﹤0.01%
5
+2
HQY icon
1340
HealthEquity
HQY
$7.29B
$380 ﹤0.01%
4
AKAM icon
1341
Akamai
AKAM
$13.4B
$379 ﹤0.01%
5
-8
KBR icon
1342
KBR
KBR
$5.67B
$379 ﹤0.01%
8
-6
CVLT icon
1343
Commault Systems
CVLT
$5.39B
$378 ﹤0.01%
2
+1
HGV icon
1344
Hilton Grand Vacations
HGV
$4B
$377 ﹤0.01%
9
+3
HXL icon
1345
Hexcel
HXL
$6.57B
$377 ﹤0.01%
6
+2
NNI icon
1346
Nelnet
NNI
$4.76B
$377 ﹤0.01%
3
+1
AAON icon
1347
Aaon
AAON
$7.68B
$374 ﹤0.01%
4
+1
ITRI icon
1348
Itron
ITRI
$4.49B
$374 ﹤0.01%
3
+1
SPXC icon
1349
SPX Corp
SPXC
$10.8B
$374 ﹤0.01%
2
BJ icon
1350
BJs Wholesale Club
BJ
$12.2B
$373 ﹤0.01%
4
-6