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
$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
$2.05B
$147 ﹤0.01%
+1
TOST icon
1552
Toast
TOST
$16.5B
$147 ﹤0.01%
4
-1
CRDO icon
1553
Credo Technology Group
CRDO
$35.9B
$146 ﹤0.01%
+1
INSM icon
1554
Insmed
INSM
$29.5B
$145 ﹤0.01%
+1
TFSL icon
1555
TFS Financial
TFSL
$4.14B
$145 ﹤0.01%
11
MC icon
1556
Moelis & Co
MC
$5.03B
$143 ﹤0.01%
2
+1
AMRX icon
1557
Amneal Pharmaceuticals
AMRX
$3.96B
$141 ﹤0.01%
14
+11
LEVI icon
1558
Levi Strauss
LEVI
$8.6B
$140 ﹤0.01%
6
+4
INDB icon
1559
Independent Bank
INDB
$3.78B
$139 ﹤0.01%
2
HRMY icon
1560
Harmony Biosciences
HRMY
$1.79B
$138 ﹤0.01%
5
+3
VSCO icon
1561
Victoria's Secret
VSCO
$4.3B
$136 ﹤0.01%
5
+4
CPK icon
1562
Chesapeake Utilities
CPK
$3.07B
$135 ﹤0.01%
1
MP icon
1563
MP Materials
MP
$10.9B
$135 ﹤0.01%
2
RGEN icon
1564
Repligen
RGEN
$6.52B
$134 ﹤0.01%
1
TGLS icon
1565
Tecnoglass
TGLS
$1.98B
$134 ﹤0.01%
2
UGI icon
1566
UGI
UGI
$7.92B
$134 ﹤0.01%
4
-16
YOU icon
1567
Clear Secure
YOU
$5.36B
$134 ﹤0.01%
4
KWR icon
1568
Quaker Houghton
KWR
$2.46B
$132 ﹤0.01%
1
PRGS icon
1569
Progress Software
PRGS
$1.13B
$132 ﹤0.01%
3
+2
SLAB icon
1570
Silicon Laboratories
SLAB
$7.08B
$132 ﹤0.01%
1
SLGN icon
1571
Silgan Holdings
SLGN
$4.12B
$130 ﹤0.01%
3
-3
PGNY icon
1572
Progyny
PGNY
$1.41B
$130 ﹤0.01%
6
+5
SFY icon
1573
SoFi Select 500 ETF
SFY
$623M
$130 ﹤0.01%
+1
BLKB icon
1574
Blackbaud
BLKB
$1.7B
$129 ﹤0.01%
2
MBLY icon
1575
Mobileye
MBLY
$7.96B
$128 ﹤0.01%
9
+7