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
BOH icon
1476
Bank of Hawaii
BOH
$2.51B
$136 ﹤0.01%
+2
BRC icon
1477
Brady Corp
BRC
$3.44B
$136 ﹤0.01%
+2
CART icon
1478
Maplebear
CART
$10.6B
$136 ﹤0.01%
+3
LIVN icon
1479
LivaNova
LIVN
$2.93B
$136 ﹤0.01%
+3
MUR icon
1480
Murphy Oil
MUR
$4.21B
$135 ﹤0.01%
6
-13
G icon
1481
Genpact
G
$7.54B
$133 ﹤0.01%
3
-7
KTB icon
1482
Kontoor Brands
KTB
$3.89B
$132 ﹤0.01%
+2
VIAV icon
1483
Viavi Solutions
VIAV
$3.73B
$131 ﹤0.01%
+13
FIZZ icon
1484
National Beverage
FIZZ
$3.05B
$130 ﹤0.01%
+3
UAA icon
1485
Under Armour
UAA
$1.81B
$130 ﹤0.01%
+19
BANR icon
1486
Banner Corp
BANR
$2.01B
$129 ﹤0.01%
+2
BLKB icon
1487
Blackbaud
BLKB
$2.76B
$129 ﹤0.01%
+2
DKNG icon
1488
DraftKings
DKNG
$14.3B
$129 ﹤0.01%
+3
NOVT icon
1489
Novanta
NOVT
$3.68B
$129 ﹤0.01%
+1
VCTR icon
1490
Victory Capital Holdings
VCTR
$4.01B
$128 ﹤0.01%
+2
WOR icon
1491
Worthington Enterprises
WOR
$2.62B
$128 ﹤0.01%
+2
CHH icon
1492
Choice Hotels
CHH
$4.26B
$127 ﹤0.01%
+1
FMC icon
1493
FMC
FMC
$1.62B
$126 ﹤0.01%
+3
GRBK icon
1494
Green Brick Partners
GRBK
$2.68B
$126 ﹤0.01%
+2
INDB icon
1495
Independent Bank
INDB
$3.29B
$126 ﹤0.01%
+2
RGEN icon
1496
Repligen
RGEN
$8.39B
$125 ﹤0.01%
+1
MTCH icon
1497
Match Group
MTCH
$7.46B
$124 ﹤0.01%
+4
UEC icon
1498
Uranium Energy
UEC
$5.42B
$123 ﹤0.01%
18
-72
CNK icon
1499
Cinemark Holdings
CNK
$3.48B
$121 ﹤0.01%
+4
CPK icon
1500
Chesapeake Utilities
CPK
$3.18B
$121 ﹤0.01%
+1