RWA
RGT Wealth Advisors Portfolio holdings
AUM
$627M
This Quarter Return
-6.13%
1 Year Return
-13.83%
3 Year Return
+9.35%
5 Year Return
+46.23%
10 Year Return
–
AUM
$16.8M
AUM Growth
+$16.8M
(-43%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-64.28%
Top 10 Holdings %
Top 10 Hldgs %
86.09%
Holding
44
New
2
Increased
2
Reduced
8
Closed
27
Top Buys
| 1 |
Visa
V
|
$209K |
| 2 |
Cannae Holdings
CNNE
|
$171K |
| 3 |
Exxon Mobil
XOM
|
$85.2K |
| 4 |
Veritex Holdings
VBTX
|
$21.4K |
Top Sells
| 1 |
Apple
AAPL
|
$1.29M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$871K |
| 3 |
Autohome
ATHM
|
$561K |
| 4 |
Amazon
AMZN
|
$545K |
| 5 |
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% |
