RWM

Rialto Wealth Management Portfolio holdings

AUM $445M
1-Year Est. Return 15.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.59%
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
OSCR icon
1526
Oscar Health
OSCR
$7.09B
$202 ﹤0.01%
14
+8
WSBC icon
1527
WesBanco
WSBC
$3.18B
$200 ﹤0.01%
6
AMR icon
1528
Alpha Metallurgical Resources
AMR
$2.28B
$200 ﹤0.01%
1
SUPN icon
1529
Supernus Pharmaceuticals
SUPN
$2.92B
$199 ﹤0.01%
4
+3
WDFC icon
1530
WD-40
WDFC
$2.71B
$197 ﹤0.01%
1
-1
AAP icon
1531
Advance Auto Parts
AAP
$2.91B
$197 ﹤0.01%
5
+2
DLB icon
1532
Dolby
DLB
$5.17B
$193 ﹤0.01%
3
-1
AVA icon
1533
Avista
AVA
$3.36B
$193 ﹤0.01%
5
+3
LGND icon
1534
Ligand Pharmaceuticals
LGND
$4.32B
$190 ﹤0.01%
+1
CXT icon
1535
Crane NXT
CXT
$2.31B
$189 ﹤0.01%
4
-100
BANR icon
1536
Banner Corp
BANR
$2.14B
$188 ﹤0.01%
3
-1
GRBK icon
1537
Green Brick Partners
GRBK
$2.71B
$188 ﹤0.01%
3
-136
ITRI icon
1538
Itron
ITRI
$3.56B
$186 ﹤0.01%
2
-1
GTM
1539
ZoomInfo Technologies
GTM
$1.14B
$184 ﹤0.01%
18
+9
RH icon
1540
RH
RH
$2.37B
$180 ﹤0.01%
1
BOX icon
1541
Box
BOX
$3.4B
$180 ﹤0.01%
6
OPLN
1542
Openlane
OPLN
$3.78B
$179 ﹤0.01%
6
NWS icon
1543
News Corp Class B
NWS
$16.5B
$178 ﹤0.01%
6
-9
RAMP icon
1544
LiveRamp
RAMP
$1.89B
$177 ﹤0.01%
6
+4
AMRX icon
1545
Amneal Pharmaceuticals
AMRX
$3.84B
$177 ﹤0.01%
14
SPNT icon
1546
SiriusPoint
SPNT
$2.7B
$176 ﹤0.01%
8
+6
SMG icon
1547
ScottsMiracle-Gro
SMG
$3.33B
$176 ﹤0.01%
3
VVV icon
1548
Valvoline
VVV
$4.2B
$175 ﹤0.01%
6
-7
INSM icon
1549
Insmed
INSM
$24.2B
$175 ﹤0.01%
1
FTDR icon
1550
Frontdoor
FTDR
$4.38B
$174 ﹤0.01%
3
+2