Portfolio (Quarterly)
Guide ↗
Rialto Wealth Management, LLC
· CIK 0002054966| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | CSGP | COSTAR GROUP INC | Real Estate | 1 | $41.0 | — | SOLD |
| 82 | — | CLEARWAY ENERGY INC | — | 1 | $40.0 | — | SOLD |
| 83 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 8 | $40.0 | — | SOLD |
| 84 | — | GCI LIBERTY INC | — | 1 | $38.0 | — | SOLD |
| 85 | TOST | TOAST INC | Technology | 1 | $27.0 | — | SOLD |
| 86 | PGNY | PROGYNY INC | Healthcare | 1 | $17.0 | — | SOLD |
| 87 | TRIP | TRIPADVISOR INC | Consumer Cyclical | 1 | $11.0 | — | SOLD |
| 88 | PRGO | PERRIGO CO PLC | Healthcare | 1 | $11.0 | — | SOLD |
Sector Allocation
Technology
34.7%
Financial Services
21.0%
Industrials
12.3%
Healthcare
9.4%
Consumer Cyclical
7.8%
Communication Services
3.6%
Energy
3.2%
Real Estate
2.8%
Consumer Defensive
2.4%
Utilities
2.1%