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
WOR icon
1476
Worthington Enterprises
WOR
$2.76B
$222 ﹤0.01%
4
+2
STC icon
1477
Stewart Information Services
STC
$2.14B
$220 ﹤0.01%
3
+2
BFAM icon
1478
Bright Horizons
BFAM
$5.9B
$218 ﹤0.01%
2
EBC icon
1479
Eastern Bankshares
EBC
$4.23B
$218 ﹤0.01%
12
WAFD icon
1480
WaFd
WAFD
$2.47B
$213 ﹤0.01%
7
+4
BROS icon
1481
Dutch Bros
BROS
$7.78B
$210 ﹤0.01%
4
+2
LIVN icon
1482
LivaNova
LIVN
$3.46B
$210 ﹤0.01%
4
+1
MYRG icon
1483
MYR Group
MYRG
$3.41B
$209 ﹤0.01%
1
OI icon
1484
O-I Glass
OI
$2.14B
$208 ﹤0.01%
16
+8
TOWN icon
1485
Towne Bank
TOWN
$2.69B
$208 ﹤0.01%
6
+3
HUBG icon
1486
HUB Group
HUBG
$2.44B
$207 ﹤0.01%
6
+3
LZB icon
1487
La-Z-Boy
LZB
$1.65B
$206 ﹤0.01%
6
+2
KLIC icon
1488
Kulicke & Soffa
KLIC
$2.46B
$204 ﹤0.01%
5
+4
RH icon
1489
RH
RH
$3.04B
$204 ﹤0.01%
1
VAC icon
1490
Marriott Vacations Worldwide
VAC
$1.91B
$200 ﹤0.01%
3
JOE icon
1491
St. Joe Company
JOE
$3.57B
$198 ﹤0.01%
4
+2
NE icon
1492
Noble Corp
NE
$5.34B
$198 ﹤0.01%
7
+4
QS icon
1493
QuantumScape
QS
$7.46B
$198 ﹤0.01%
16
+13
CNK icon
1494
Cinemark Holdings
CNK
$2.69B
$197 ﹤0.01%
7
+3
IPAR icon
1495
Interparfums
IPAR
$2.63B
$197 ﹤0.01%
2
TRN icon
1496
Trinity Industries
TRN
$2.18B
$197 ﹤0.01%
7
CHDN icon
1497
Churchill Downs
CHDN
$7.78B
$195 ﹤0.01%
2
BOX icon
1498
Box
BOX
$4.66B
$194 ﹤0.01%
6
+3
IRDM icon
1499
Iridium Communications
IRDM
$1.79B
$193 ﹤0.01%
11
+6
WSBC icon
1500
WesBanco
WSBC
$3.22B
$192 ﹤0.01%
6
+4