RWA

RGT Wealth Advisors Portfolio holdings

AUM $627M
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
-13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Sells

1 +$3.19M
2 +$669K
3 +$287K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$200K
5
COST icon
Costco
COST
+$191K

Sector Composition

1 Consumer Discretionary 1.42%
2 Technology 1.16%
3 Financials 0.82%
4 Consumer Staples 0.79%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$10K ﹤0.01%
+499
227
$10K ﹤0.01%
+194
228
$9K ﹤0.01%
+500
229
$9K ﹤0.01%
+200
230
$9K ﹤0.01%
+1,304
231
$9K ﹤0.01%
+195
232
$9K ﹤0.01%
+415
233
$9K ﹤0.01%
+34
234
$9K ﹤0.01%
+287
235
$9K ﹤0.01%
+200
236
$9K ﹤0.01%
+7,500
237
$8K ﹤0.01%
+276
238
$8K ﹤0.01%
+307
239
$8K ﹤0.01%
+613
240
$7K ﹤0.01%
+53
241
$7K ﹤0.01%
+201
242
$7K ﹤0.01%
+28
243
$7K ﹤0.01%
+130
244
$7K ﹤0.01%
+150
245
$6K ﹤0.01%
+7
246
$6K ﹤0.01%
+97
247
$6K ﹤0.01%
+114
248
$6K ﹤0.01%
+184
249
$6K ﹤0.01%
+58
250
$6K ﹤0.01%
+231