RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$94.3K 0.03%
+2,941
202
$92.4K 0.03%
+1,000
203
$91.8K 0.03%
+1,900
204
$91.4K 0.03%
+1,589
205
$90.9K 0.03%
+722
206
$88.7K 0.03%
+600
207
$87.4K 0.03%
+1,829
208
$87.3K 0.03%
+301
209
$86.3K 0.03%
+2,786
210
$86.2K 0.03%
+954
211
$85.2K 0.03%
+524
212
$84.8K 0.03%
+744
213
$84.2K 0.03%
+1,000
214
$84K 0.03%
+1,486
215
$83.9K 0.03%
+1,594
216
$83.6K 0.03%
+1,106
217
$82.4K 0.03%
+3,989
218
$80.3K 0.03%
+1,000
219
$79.2K 0.03%
+1,515
220
$78.4K 0.03%
+3,443
221
$75.7K 0.03%
+1,722
222
$74.9K 0.02%
+914
223
$73.9K 0.02%
+2,188
224
$73.2K 0.02%
+1,176
225
$73.1K 0.02%
+619