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
$358M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,778
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.41%
2 Healthcare 1.45%
3 Industrials 1.31%
4 Financials 1.27%
5 Real Estate 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FND icon
1451
Floor & Decor
FND
$6.12B
$152 ﹤0.01%
+2
CNS icon
1452
Cohen & Steers
CNS
$3.04B
$151 ﹤0.01%
+2
IRDM icon
1453
Iridium Communications
IRDM
$1.7B
$151 ﹤0.01%
+5
CPNG icon
1454
Coupang
CPNG
$50.8B
$150 ﹤0.01%
+5
FHB icon
1455
First Hawaiian
FHB
$2.89B
$150 ﹤0.01%
+6
PR icon
1456
Permian Resources
PR
$10.2B
$150 ﹤0.01%
+11
LZB icon
1457
La-Z-Boy
LZB
$1.21B
$149 ﹤0.01%
+4
ALIT icon
1458
Alight
ALIT
$1.12B
$148 ﹤0.01%
+26
HNI icon
1459
HNI Corp
HNI
$1.75B
$148 ﹤0.01%
+3
SLAB icon
1460
Silicon Laboratories
SLAB
$3.86B
$148 ﹤0.01%
+1
KFY icon
1461
Korn Ferry
KFY
$3.33B
$147 ﹤0.01%
+2
ZWS icon
1462
Zurn Elkay Water Solutions
ZWS
$7.51B
$147 ﹤0.01%
+4
INSW icon
1463
International Seaways
INSW
$2.65B
$146 ﹤0.01%
+4
GFF icon
1464
Griffon
GFF
$3.11B
$145 ﹤0.01%
+2
ALKS icon
1465
Alkermes
ALKS
$4.84B
$144 ﹤0.01%
+5
LAZ icon
1466
Lazard
LAZ
$4.52B
$144 ﹤0.01%
+3
BKU icon
1467
Bankunited
BKU
$2.88B
$143 ﹤0.01%
+4
HWKN icon
1468
Hawkins
HWKN
$2.64B
$143 ﹤0.01%
+1
TDS icon
1469
Telephone and Data Systems
TDS
$4.35B
$143 ﹤0.01%
+4
TFSL icon
1470
TFS Financial
TFSL
$3.73B
$143 ﹤0.01%
+11
SHAK icon
1471
Shake Shack
SHAK
$3.51B
$141 ﹤0.01%
+1
LSTR icon
1472
Landstar System
LSTR
$4.25B
$140 ﹤0.01%
+1
SBCF icon
1473
Seacoast Banking Corp of Florida
SBCF
$2.86B
$139 ﹤0.01%
+5
BROS icon
1474
Dutch Bros
BROS
$6.56B
$137 ﹤0.01%
+2
ZG icon
1475
Zillow
ZG
$16.2B
$137 ﹤0.01%
+2