RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
HURN icon
1551
Huron Consulting
HURN
$2.46B
$147 ﹤0.01%
+1
TOST icon
1552
Toast
TOST
$18B
$147 ﹤0.01%
4
-1
CRDO icon
1553
Credo Technology Group
CRDO
$20.7B
$146 ﹤0.01%
+1
INSM icon
1554
Insmed
INSM
$30.9B
$145 ﹤0.01%
+1
TFSL icon
1555
TFS Financial
TFSL
$3.9B
$145 ﹤0.01%
11
MC icon
1556
Moelis & Co
MC
$4.31B
$143 ﹤0.01%
2
+1
AMRX icon
1557
Amneal Pharmaceuticals
AMRX
$4.17B
$141 ﹤0.01%
14
+11
LEVI icon
1558
Levi Strauss
LEVI
$7.92B
$140 ﹤0.01%
6
+4
INDB icon
1559
Independent Bank
INDB
$3.81B
$139 ﹤0.01%
2
HRMY icon
1560
Harmony Biosciences
HRMY
$1.65B
$138 ﹤0.01%
5
+3
VSCO icon
1561
Victoria's Secret
VSCO
$4.23B
$136 ﹤0.01%
5
+4
CPK icon
1562
Chesapeake Utilities
CPK
$3.13B
$135 ﹤0.01%
1
MP icon
1563
MP Materials
MP
$10.4B
$135 ﹤0.01%
2
RGEN icon
1564
Repligen
RGEN
$7.04B
$134 ﹤0.01%
1
TGLS icon
1565
Tecnoglass
TGLS
$2.05B
$134 ﹤0.01%
2
UGI icon
1566
UGI
UGI
$7.89B
$134 ﹤0.01%
4
-16
YOU icon
1567
Clear Secure
YOU
$4.71B
$134 ﹤0.01%
4
KWR icon
1568
Quaker Houghton
KWR
$2.35B
$132 ﹤0.01%
1
PRGS icon
1569
Progress Software
PRGS
$1.67B
$132 ﹤0.01%
3
+2
SLAB icon
1570
Silicon Laboratories
SLAB
$6.7B
$132 ﹤0.01%
1
SFY icon
1571
SoFi Select 500 ETF
SFY
$564M
$130 ﹤0.01%
+1
SLGN icon
1572
Silgan Holdings
SLGN
$4.85B
$130 ﹤0.01%
3
-3
PGNY icon
1573
Progyny
PGNY
$1.52B
$130 ﹤0.01%
6
+5
BLKB icon
1574
Blackbaud
BLKB
$2.26B
$129 ﹤0.01%
2
MBLY icon
1575
Mobileye
MBLY
$6.83B
$128 ﹤0.01%
9
+7