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
$16.8M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$171K
3
+$85.2K
4
VBTX icon
Veritex Holdings
VBTX
+$21.4K

Top Sells

1
+$1.29M
2
+$871K
3
+$561K
4
AMZN icon
Amazon
AMZN
+$545K
5
TDY icon
Teledyne Technologies
TDY
+$520K

Sector Composition

1 Financials 16.58%
2 Consumer Discretionary 12.15%
3 Energy 5.93%
4 Technology 5.87%
5 Consumer Staples 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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