RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
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

Top Buys

1 +$6.64M
2 +$3.46M
3 +$2.52M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.83M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.51M

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
PVH icon
1526
PVH
PVH
$4.51B
$202 ﹤0.01%
3
-11
AMR icon
1527
Alpha Metallurgical Resources
AMR
$2.49B
$200 ﹤0.01%
1
WSBC icon
1528
WesBanco
WSBC
$3.49B
$200 ﹤0.01%
6
SUPN icon
1529
Supernus Pharmaceuticals
SUPN
$2.95B
$199 ﹤0.01%
4
+3
AAP icon
1530
Advance Auto Parts
AAP
$3.46B
$197 ﹤0.01%
5
+2
WDFC icon
1531
WD-40
WDFC
$2.9B
$197 ﹤0.01%
1
-1
AVA icon
1532
Avista
AVA
$3.41B
$193 ﹤0.01%
5
+3
DLB icon
1533
Dolby
DLB
$6.19B
$193 ﹤0.01%
3
-1
LGND icon
1534
Ligand Pharmaceuticals
LGND
$4.62B
$190 ﹤0.01%
+1
CXT icon
1535
Crane NXT
CXT
$2.67B
$189 ﹤0.01%
4
-100
GRBK icon
1536
Green Brick Partners
GRBK
$3.04B
$188 ﹤0.01%
3
-136
BANR icon
1537
Banner Corp
BANR
$2.2B
$188 ﹤0.01%
3
-1
ITRI icon
1538
Itron
ITRI
$4.33B
$186 ﹤0.01%
2
-1
GTM
1539
ZoomInfo Technologies
GTM
$1.86B
$184 ﹤0.01%
18
+9
BOX icon
1540
Box
BOX
$3.31B
$180 ﹤0.01%
6
RH icon
1541
RH
RH
$2.69B
$180 ﹤0.01%
1
OPLN
1542
Openlane
OPLN
$3.37B
$179 ﹤0.01%
6
NWS icon
1543
News Corp Class B
NWS
$16.5B
$178 ﹤0.01%
6
-9
AMRX icon
1544
Amneal Pharmaceuticals
AMRX
$4.23B
$177 ﹤0.01%
14
RAMP icon
1545
LiveRamp
RAMP
$1.86B
$177 ﹤0.01%
6
+4
SMG icon
1546
ScottsMiracle-Gro
SMG
$3.86B
$176 ﹤0.01%
3
SPNT icon
1547
SiriusPoint
SPNT
$2.73B
$176 ﹤0.01%
8
+6
INSM icon
1548
Insmed
INSM
$30.8B
$175 ﹤0.01%
1
VVV icon
1549
Valvoline
VVV
$4.41B
$175 ﹤0.01%
6
-7
CORT icon
1550
Corcept Therapeutics
CORT
$4.93B
$174 ﹤0.01%
5