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
$418M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

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
MTN icon
1451
Vail Resorts
MTN
$5.06B
$266 ﹤0.01%
2
CNR
1452
Core Natural Resources Inc
CNR
$4.98B
$266 ﹤0.01%
3
KFY icon
1453
Korn Ferry
KFY
$3.55B
$265 ﹤0.01%
4
FRME icon
1454
First Merchants
FRME
$2.2B
$263 ﹤0.01%
7
+3
KGS icon
1455
Kodiak Gas Services
KGS
$3.23B
$262 ﹤0.01%
7
+3
SON icon
1456
Sonoco
SON
$4.8B
$262 ﹤0.01%
6
-11
PSQH icon
1457
PSQ Holdings
PSQH
$51.7M
$261 ﹤0.01%
253
MSGS icon
1458
Madison Square Garden
MSGS
$6.97B
$259 ﹤0.01%
1
CAR icon
1459
Avis
CAR
$4.42B
$257 ﹤0.01%
2
STNG icon
1460
Scorpio Tankers
STNG
$3.06B
$255 ﹤0.01%
5
+3
ABM icon
1461
ABM Industries
ABM
$2.72B
$254 ﹤0.01%
6
+2
ALKS icon
1462
Alkermes
ALKS
$5.22B
$252 ﹤0.01%
9
FBIN icon
1463
Fortune Brands Innovations
FBIN
$7.39B
$251 ﹤0.01%
5
-1
CVLT icon
1464
Commault Systems
CVLT
$5.39B
$251 ﹤0.01%
2
AIR icon
1465
AAR Corp
AIR
$4.16B
$249 ﹤0.01%
3
MTRN icon
1466
Materion
MTRN
$3.03B
$249 ﹤0.01%
2
+1
PSN icon
1467
Parsons
PSN
$7.72B
$248 ﹤0.01%
4
-9
DORM icon
1468
Dorman Products
DORM
$3.85B
$247 ﹤0.01%
2
-1
KRYS icon
1469
Krystal Biotech
KRYS
$8.27B
$247 ﹤0.01%
+1
LIVN icon
1470
LivaNova
LIVN
$3.39B
$247 ﹤0.01%
4
RNST icon
1471
Renasant Corp
RNST
$3.48B
$247 ﹤0.01%
7
+2
YOU icon
1472
Clear Secure
YOU
$3.41B
$246 ﹤0.01%
7
+3
BROS icon
1473
Dutch Bros
BROS
$7.89B
$245 ﹤0.01%
4
GFS icon
1474
GlobalFoundries
GFS
$22.9B
$245 ﹤0.01%
+7
KTB icon
1475
Kontoor Brands
KTB
$3.3B
$245 ﹤0.01%
4
+2