RWM
Rialto Wealth Management Portfolio holdings
AUM
$358M
This Quarter Return
+7.91%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$358M
AUM Growth
+$358M
(+12%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
4.52%
Top 10 Holdings %
Top 10 Hldgs %
40.66%
Holding
1,778
New
784
Increased
462
Reduced
249
Closed
76
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.41% |
| 2 | Healthcare | 1.45% |
| 3 | Industrials | 1.31% |
| 4 | Financials | 1.27% |
| 5 | Real Estate | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
AGNC Investment
AGNC
$10.4B
| – | – |
-119
| Closed | -$1.14K |
|
1777
Invesco Energy Exploration & Production ETF
PXE
$70.9M
| – | – |
-350
| Closed | -$10.2K |
|
1778
Pitney Bowes
PBI
$2.07B
| – | – |
-53
| Closed | -$480 |
|