RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
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

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
FTDR icon
1551
Frontdoor
FTDR
$4.31B
$174 ﹤0.01%
3
+2
HURN icon
1552
Huron Consulting
HURN
$3.16B
$173 ﹤0.01%
1
VSEC icon
1553
VSE Corp
VSEC
$5.01B
$173 ﹤0.01%
+1
WK icon
1554
Workiva
WK
$4.81B
$173 ﹤0.01%
2
+1
LKFN icon
1555
Lakeland Financial Corp
LKFN
$1.51B
$172 ﹤0.01%
3
+2
ECG
1556
Everus Construction Group
ECG
$4.72B
$172 ﹤0.01%
2
RUSHB icon
1557
Rush Enterprises Class B
RUSHB
$4.52B
$169 ﹤0.01%
3
+1
ALG icon
1558
Alamo Group
ALG
$2.33B
$168 ﹤0.01%
1
CLVT icon
1559
Clarivate
CLVT
$2.1B
$167 ﹤0.01%
50
+31
MQ icon
1560
Marqeta
MQ
$1.96B
$167 ﹤0.01%
35
+4
QS icon
1561
QuantumScape Corp
QS
$6.34B
$167 ﹤0.01%
16
SR icon
1562
Spire
SR
$4.94B
$166 ﹤0.01%
2
+1
BIRK icon
1563
Birkenstock
BIRK
$7.07B
$164 ﹤0.01%
4
-1
OTTR icon
1564
Otter Tail
OTTR
$3.68B
$162 ﹤0.01%
2
+1
AD
1565
Array Digital Infrastructure
AD
$4.99B
$161 ﹤0.01%
+3
WAFD icon
1566
WaFd
WAFD
$2.48B
$161 ﹤0.01%
5
-2
ACLS icon
1567
Axcelis
ACLS
$2.86B
$161 ﹤0.01%
2
+1
STRA icon
1568
Strategic Education
STRA
$1.97B
$161 ﹤0.01%
2
-1
FRSH icon
1569
Freshworks
FRSH
$3.13B
$160 ﹤0.01%
13
+4
HHH icon
1570
Howard Hughes
HHH
$4.97B
$160 ﹤0.01%
+2
SBCF icon
1571
Seacoast Banking Corp of Florida
SBCF
$3.31B
$158 ﹤0.01%
5
BSY icon
1572
Bentley Systems
BSY
$11.9B
$153 ﹤0.01%
4
-4
NATL icon
1573
NCR Atleos
NATL
$2.95B
$153 ﹤0.01%
+4
PCTY icon
1574
Paylocity
PCTY
$7.62B
$153 ﹤0.01%
1
-2
BGC icon
1575
BGC Group
BGC
$4.24B
$152 ﹤0.01%
17
-14