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
ADUS icon
1626
Addus HomeCare
ADUS
$1.99B
$108 ﹤0.01%
1
AZZ icon
1627
AZZ Inc
AZZ
$3.68B
$108 ﹤0.01%
1
RYTM icon
1628
Rhythm Pharmaceuticals
RYTM
$6.78B
$108 ﹤0.01%
+1
IOT icon
1629
Samsara
IOT
$20.1B
$107 ﹤0.01%
3
-1
IRDM icon
1630
Iridium Communications
IRDM
$1.99B
$105 ﹤0.01%
6
-5
OLN icon
1631
Olin
OLN
$2.67B
$105 ﹤0.01%
5
NTNX icon
1632
Nutanix
NTNX
$12.4B
$104 ﹤0.01%
2
-12
MP icon
1633
MP Materials
MP
$12.2B
$102 ﹤0.01%
2
RAL
1634
Ralliant Corp
RAL
$6.04B
$102 ﹤0.01%
2
IBRX icon
1635
ImmunityBio
IBRX
$5.44B
$99 ﹤0.01%
50
+46
ROCK icon
1636
Gibraltar Industries
ROCK
$1.68B
$99 ﹤0.01%
2
-2
TGNA icon
1637
TEGNA Inc
TGNA
$3.04B
$98 ﹤0.01%
5
LEN.B icon
1638
Lennar Class B
LEN.B
$26.5B
$96 ﹤0.01%
1
HRL icon
1639
Hormel Foods
HRL
$13.3B
$95 ﹤0.01%
4
-44
AVNT icon
1640
Avient
AVNT
$3.26B
$94 ﹤0.01%
3
-38
CNK icon
1641
Cinemark Holdings
CNK
$2.81B
$93 ﹤0.01%
4
-3
WHD icon
1642
Cactus
WHD
$3.67B
$92 ﹤0.01%
2
TDOC icon
1643
Teladoc Health
TDOC
$1.11B
$91 ﹤0.01%
13
FWONA icon
1644
Liberty Media Series A
FWONA
$20.5B
$90 ﹤0.01%
1
MRNA icon
1645
Moderna
MRNA
$16.3B
$89 ﹤0.01%
3
HRB icon
1646
H&R Block
HRB
$5.32B
$88 ﹤0.01%
2
-4
PLUS icon
1647
ePlus
PLUS
$2.32B
$88 ﹤0.01%
1
SMCI icon
1648
Super Micro Computer
SMCI
$19.5B
$88 ﹤0.01%
3
-9
TRIP icon
1649
TripAdvisor
TRIP
$1.55B
$88 ﹤0.01%
6
CWT icon
1650
California Water Service
CWT
$2.72B
$87 ﹤0.01%
2
-2