RWM

Rialto Wealth Management Portfolio holdings

AUM $445M
1-Year Est. Return 15.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.59%
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
$8.92B
$298 ﹤0.01%
9
+2
CNO icon
1427
CNO Financial Group
CNO
$4.39B
$298 ﹤0.01%
7
GFF icon
1428
Griffon
GFF
$3.79B
$295 ﹤0.01%
4
INDB icon
1429
Independent Bank
INDB
$3.66B
$293 ﹤0.01%
4
+2
MRCY icon
1430
Mercury Systems
MRCY
$5.47B
$293 ﹤0.01%
4
-2
TRN icon
1431
Trinity Industries
TRN
$2.74B
$291 ﹤0.01%
11
+4
CRDO icon
1432
Credo Technology Group
CRDO
$32.6B
$288 ﹤0.01%
2
+1
ERIE icon
1433
Erie Indemnity
ERIE
$11.2B
$287 ﹤0.01%
+1
ICUI icon
1434
ICU Medical
ICUI
$3.02B
$286 ﹤0.01%
2
+1
KAI icon
1435
Kadant
KAI
$3.82B
$286 ﹤0.01%
1
-1
RDNT icon
1436
RadNet
RDNT
$4.1B
$286 ﹤0.01%
4
VC icon
1437
Visteon
VC
$2.99B
$286 ﹤0.01%
3
+1
SDRL icon
1438
Seadrill
SDRL
$3.24B
$277 ﹤0.01%
8
+6
DKNG icon
1439
DraftKings
DKNG
$12.4B
$276 ﹤0.01%
8
+2
KWR icon
1440
Quaker Houghton
KWR
$2.43B
$275 ﹤0.01%
2
+1
MC icon
1441
Moelis & Co
MC
$4.75B
$275 ﹤0.01%
4
+2
BOH icon
1442
Bank of Hawaii
BOH
$2.98B
$274 ﹤0.01%
4
VSCO icon
1443
Victoria's Secret
VSCO
$3.66B
$271 ﹤0.01%
5
PLMR icon
1444
Palomar
PLMR
$2.94B
$270 ﹤0.01%
2
+1
CSGP icon
1445
CoStar Group
CSGP
$13.3B
$269 ﹤0.01%
4
-10
HLNE icon
1446
Hamilton Lane
HLNE
$3.78B
$269 ﹤0.01%
2
BKE icon
1447
Buckle
BKE
$2.49B
$268 ﹤0.01%
5
-1
VIRT icon
1448
Virtu Financial
VIRT
$4.77B
$267 ﹤0.01%
8
-2
DOCS icon
1449
Doximity
DOCS
$3.56B
$266 ﹤0.01%
6
-119
KD icon
1450
Kyndryl
KD
$2.53B
$266 ﹤0.01%
10
-19