RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
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

Top Buys

1 +$6.64M
2 +$3.46M
3 +$2.52M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.83M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.51M

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
CHWY icon
1426
Chewy
CHWY
$11.5B
$298 ﹤0.01%
9
+2
CNO icon
1427
CNO Financial Group
CNO
$4.09B
$298 ﹤0.01%
7
GFF icon
1428
Griffon
GFF
$4.09B
$295 ﹤0.01%
4
INDB icon
1429
Independent Bank
INDB
$3.79B
$293 ﹤0.01%
4
+2
MRCY icon
1430
Mercury Systems
MRCY
$5.04B
$293 ﹤0.01%
4
-2
TRN icon
1431
Trinity Industries
TRN
$2.62B
$291 ﹤0.01%
11
+4
CRDO icon
1432
Credo Technology Group
CRDO
$29.6B
$288 ﹤0.01%
2
+1
ERIE icon
1433
Erie Indemnity
ERIE
$12.8B
$287 ﹤0.01%
+1
ICUI icon
1434
ICU Medical
ICUI
$3.25B
$286 ﹤0.01%
2
+1
KAI icon
1435
Kadant
KAI
$3.92B
$286 ﹤0.01%
1
-1
RDNT icon
1436
RadNet
RDNT
$4.69B
$286 ﹤0.01%
4
VC icon
1437
Visteon
VC
$2.65B
$286 ﹤0.01%
3
+1
SDRL icon
1438
Seadrill
SDRL
$2.88B
$277 ﹤0.01%
8
+6
DKNG icon
1439
DraftKings
DKNG
$11.3B
$276 ﹤0.01%
8
+2
KWR icon
1440
Quaker Houghton
KWR
$2.42B
$275 ﹤0.01%
2
+1
MC icon
1441
Moelis & Co
MC
$4.96B
$275 ﹤0.01%
4
+2
BOH icon
1442
Bank of Hawaii
BOH
$3.18B
$274 ﹤0.01%
4
VSCO icon
1443
Victoria's Secret
VSCO
$4.4B
$271 ﹤0.01%
5
PLMR icon
1444
Palomar
PLMR
$3.51B
$270 ﹤0.01%
2
+1
CSGP icon
1445
CoStar Group
CSGP
$16.7B
$269 ﹤0.01%
4
-10
HLNE icon
1446
Hamilton Lane
HLNE
$4.69B
$269 ﹤0.01%
2
BKE icon
1447
Buckle
BKE
$2.81B
$268 ﹤0.01%
5
-1
VIRT icon
1448
Virtu Financial
VIRT
$4.39B
$267 ﹤0.01%
8
-2
DOCS icon
1449
Doximity
DOCS
$4.56B
$266 ﹤0.01%
6
-119
KD icon
1450
Kyndryl
KD
$3.25B
$266 ﹤0.01%
10
-19