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
$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
GH icon
1451
Guardant Health
GH
$13.8B
$250 ﹤0.01%
4
+3
OSIS icon
1452
OSI Systems
OSIS
$4.64B
$250 ﹤0.01%
1
FHB icon
1453
First Hawaiian
FHB
$3.13B
$249 ﹤0.01%
10
+4
MTCH icon
1454
Match Group
MTCH
$7.94B
$248 ﹤0.01%
7
+3
OGS icon
1455
ONE Gas
OGS
$4.79B
$243 ﹤0.01%
3
+2
SCCO icon
1456
Southern Copper
SCCO
$114B
$243 ﹤0.01%
2
UEC icon
1457
Uranium Energy
UEC
$6.26B
$241 ﹤0.01%
18
VC icon
1458
Visteon
VC
$2.77B
$240 ﹤0.01%
2
+1
WMG icon
1459
Warner Music
WMG
$14.6B
$239 ﹤0.01%
7
+3
TRMK icon
1460
Trustmark
TRMK
$2.36B
$238 ﹤0.01%
6
+3
GOLF icon
1461
Acushnet Holdings
GOLF
$4.91B
$236 ﹤0.01%
3
WHR icon
1462
Whirlpool
WHR
$4.54B
$236 ﹤0.01%
3
+2
MGRC icon
1463
McGrath RentCorp
MGRC
$2.57B
$235 ﹤0.01%
2
+1
RVMD icon
1464
Revolution Medicines
RVMD
$15B
$234 ﹤0.01%
5
+2
CRVL icon
1465
CorVel
CRVL
$3.66B
$233 ﹤0.01%
3
+2
FOUR icon
1466
Shift4
FOUR
$4.82B
$233 ﹤0.01%
3
+2
INSW icon
1467
International Seaways
INSW
$2.59B
$231 ﹤0.01%
5
+1
SJNK icon
1468
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.29B
$231 ﹤0.01%
9
CBT icon
1469
Cabot Corp
CBT
$3.41B
$229 ﹤0.01%
3
FFBC icon
1470
First Financial Bancorp
FFBC
$2.52B
$228 ﹤0.01%
9
+5
BIRK icon
1471
Birkenstock
BIRK
$8.05B
$227 ﹤0.01%
5
+4
HAYW icon
1472
Hayward Holdings
HAYW
$3.55B
$227 ﹤0.01%
15
+7
MSGS icon
1473
Madison Square Garden
MSGS
$5.38B
$227 ﹤0.01%
+1
DKNG icon
1474
DraftKings
DKNG
$17.2B
$225 ﹤0.01%
6
+3
FBK icon
1475
FB Financial Corp
FBK
$3.08B
$223 ﹤0.01%
4