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 Buys

1
+$27M
2
+$14.8M
3
+$7.28M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$6.71M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.74M

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
251
$6K ﹤0.01%
+229
252
$6K ﹤0.01%
+114
253
$6K ﹤0.01%
+72
254
$6K ﹤0.01%
+420
255
$6K ﹤0.01%
+200
256
$6K ﹤0.01%
+255
257
$6K ﹤0.01%
+554
258
$6K ﹤0.01%
+768
259
$6K ﹤0.01%
+177
260
$5K ﹤0.01%
+33
261
$5K ﹤0.01%
+192
262
$5K ﹤0.01%
+200
263
$5K ﹤0.01%
+38
264
$4K ﹤0.01%
+33
265
$4K ﹤0.01%
+488
266
$4K ﹤0.01%
+110
267
$4K ﹤0.01%
+19
268
$4K ﹤0.01%
+218
269
$4K ﹤0.01%
+70
270
$4K ﹤0.01%
+34
271
$4K ﹤0.01%
+41
272
$4K ﹤0.01%
+70
273
$4K ﹤0.01%
+23
274
$4K ﹤0.01%
+14
275
$4K ﹤0.01%
+111
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