RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$279K 0.09%
+2,170
127
$271K 0.09%
+1,660
128
$270K 0.09%
+1,163
129
$267K 0.09%
+11,186
130
$265K 0.09%
+2,260
131
$265K 0.09%
+840
132
$261K 0.09%
+10,454
133
$261K 0.09%
+670
134
$260K 0.09%
+3,427
135
$258K 0.09%
+1,968
136
$249K 0.08%
+3,808
137
$245K 0.08%
+3,742
138
$244K 0.08%
+12,507
139
$243K 0.08%
+754
140
$243K 0.08%
+2,279
141
$242K 0.08%
+11,496
142
$241K 0.08%
+1,421
143
$230K 0.08%
+7,495
144
$221K 0.07%
+1,305
145
$218K 0.07%
+2,170
146
$215K 0.07%
+2,336
147
$214K 0.07%
+1,278
148
$209K 0.07%
+8,031
149
$207K 0.07%
+1,808
150
$193K 0.06%
+1,087