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
$156M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1 +$130M
2 +$333K
3 +$267K
4
MSFT icon
Microsoft
MSFT
+$261K
5
UNH icon
UnitedHealth
UNH
+$256K

Sector Composition

1 Consumer Discretionary 2.5%
2 Consumer Staples 1.97%
3 Technology 1.72%
4 Financials 1.37%
5 Communication Services 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$256K 0.16%
+1,028
27
$247K 0.16%
46,799
-5,049
28
$229K 0.15%
+1,385
29
$149K 0.1%
+10,715
30
-6,281
31
-4,085
32
-682
33
-1,185
34
-2,652
35
-755
36
-4,343
37
-3,715
38
-5,090