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
$477M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$2.42M
3
+$717K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$716K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$613K

Top Sells

1
+$1.15M
2
+$987K
3
+$900K
4
DIS icon
Walt Disney
DIS
+$649K
5
AAN.A
The Aaron's Company Inc Class A
AAN.A
+$504K

Sector Composition

1 Consumer Discretionary 1.33%
2 Technology 1.05%
3 Consumer Staples 0.8%
4 Energy 0.64%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$520K 0.11%
7,618
27
$510K 0.11%
2,115
+247
28
$499K 0.1%
+7,824
29
$497K 0.1%
6,440
30
$490K 0.1%
+3,054
31
$483K 0.1%
+2,208
32
$479K 0.1%
+8,893
33
$464K 0.1%
+75,124
34
$450K 0.09%
5,140
+1,420
35
$444K 0.09%
+2,000
36
$436K 0.09%
+4,065
37
$435K 0.09%
14,410
+622
38
$346K 0.07%
+17,650
39
$332K 0.07%
+6,618
40
$325K 0.07%
+650
41
$325K 0.07%
+927
42
$308K 0.06%
+661
43
$305K 0.06%
+9,529
44
$305K 0.06%
10,874
+82
45
$296K 0.06%
945
46
$292K 0.06%
+13,500
47
$291K 0.06%
+2,059
48
$290K 0.06%
+1,305
49
$289K 0.06%
19,056
+78
50
$287K 0.06%
+1,051
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