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
$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
$3.16B
$147 ﹤0.01%
+1
TOST icon
1552
Toast
TOST
$19.7B
$147 ﹤0.01%
4
-1
CRDO icon
1553
Credo Technology Group
CRDO
$27.3B
$146 ﹤0.01%
+1
INSM icon
1554
Insmed
INSM
$34.4B
$145 ﹤0.01%
+1
TFSL icon
1555
TFS Financial
TFSL
$3.97B
$145 ﹤0.01%
11
MC icon
1556
Moelis & Co
MC
$5.74B
$143 ﹤0.01%
2
+1
AMRX icon
1557
Amneal Pharmaceuticals
AMRX
$4.22B
$141 ﹤0.01%
14
+11
LEVI icon
1558
Levi Strauss
LEVI
$8.5B
$140 ﹤0.01%
6
+4
INDB icon
1559
Independent Bank
INDB
$3.79B
$139 ﹤0.01%
2
HRMY icon
1560
Harmony Biosciences
HRMY
$2.09B
$138 ﹤0.01%
5
+3
VSCO icon
1561
Victoria's Secret
VSCO
$4.8B
$136 ﹤0.01%
5
+4
CPK icon
1562
Chesapeake Utilities
CPK
$2.95B
$135 ﹤0.01%
1
MP icon
1563
MP Materials
MP
$12.2B
$135 ﹤0.01%
2
RGEN icon
1564
Repligen
RGEN
$9.12B
$134 ﹤0.01%
1
TGLS icon
1565
Tecnoglass
TGLS
$2.5B
$134 ﹤0.01%
2
UGI icon
1566
UGI
UGI
$8.06B
$134 ﹤0.01%
4
-16
YOU icon
1567
Clear Secure
YOU
$3.41B
$134 ﹤0.01%
4
KWR icon
1568
Quaker Houghton
KWR
$2.74B
$132 ﹤0.01%
1
PRGS icon
1569
Progress Software
PRGS
$1.72B
$132 ﹤0.01%
3
+2
SLAB icon
1570
Silicon Laboratories
SLAB
$4.89B
$132 ﹤0.01%
1
PGNY icon
1571
Progyny
PGNY
$2.11B
$130 ﹤0.01%
6
+5
SFY icon
1572
SoFi Select 500 ETF
SFY
$576M
$130 ﹤0.01%
+1
SLGN icon
1573
Silgan Holdings
SLGN
$4.53B
$130 ﹤0.01%
3
-3
BLKB icon
1574
Blackbaud
BLKB
$2.65B
$129 ﹤0.01%
2
MBLY icon
1575
Mobileye
MBLY
$8.54B
$128 ﹤0.01%
9
+7