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
$512M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.15M
3
+$5.96M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.56M
5
VFH icon
Vanguard Financials ETF
VFH
+$209K

Top Sells

1
+$2.19M
2
+$886K
3
+$587K
4
V icon
Visa
V
+$483K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$460K

Sector Composition

1 Consumer Discretionary 1.3%
2 Technology 0.62%
3 Consumer Staples 0.57%
4 Financials 0.48%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$521K 0.1%
8,000
+176
27
$500K 0.1%
2,059
-56
28
$486K 0.09%
4,700
-440
29
$479K 0.09%
6,340
-100
30
$479K 0.09%
7,244
-374
31
$385K 0.08%
8,893
32
$346K 0.07%
2,876
+18
33
$341K 0.07%
3,147
-918
34
$336K 0.07%
902
-25
35
$332K 0.06%
6,375
-243
36
$317K 0.06%
1,234
+429
37
$307K 0.06%
19,152
+96
38
$303K 0.06%
4,316
+100
39
$302K 0.06%
945
40
$299K 0.06%
1,571
-1,483
41
$297K 0.06%
11,004
+130
42
$293K 0.06%
642
-19
43
$284K 0.06%
2,139
+80
44
$278K 0.05%
787
+8
45
$270K 0.05%
3,256
-5,545
46
$269K 0.05%
913
-138
47
$266K 0.05%
1,775
48
$252K 0.05%
1,067
-2,484
49
$226K 0.04%
476
-174
50
$224K 0.04%
1,000
+38
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