RWA
RGT Wealth Advisors Portfolio holdings
AUM
$627M
1-Year Est. Return
13.83%
1 Year Est. Return
-13.83%
AUM
$655M
AUM Growth
+$149M
(+29%)
Holding
350
Top Buys
| 1 | +$27M | |
| 2 | +$14.8M | |
| 3 | +$7.28M | |
| 4 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
+$6.71M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$5.74M |
Top Sells
| 1 | +$3.19M | |
| 2 | +$669K | |
| 3 | +$287K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$200K |
| 5 |
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% |