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
$347M
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.03%
2 Consumer Staples 0.94%
3 Technology 0.93%
4 Communication Services 0.55%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$348K 0.1%
13,605
-10,000
27
$288K 0.08%
+5,216
28
$285K 0.08%
+40,000
29
$274K 0.08%
1,105
-295
30
$248K 0.07%
1,765
-778
31
$239K 0.07%
+2,822
32
$236K 0.07%
+1,645
33
$232K 0.07%
+2,358
34
$227K 0.07%
+5,743
35
$217K 0.06%
+1,532
36
$217K 0.06%
+6,984
37
$215K 0.06%
+1,192
38
$214K 0.06%
+1,918
39
$163K 0.05%
10,715
40
$84K 0.02%
+2,471
41
$30K 0.01%
+12,800
42
$25K 0.01%
+10,000
43
$8K ﹤0.01%
+15,000
44
-10,530
45
-1,385
46
-1,652
47
-1,028