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
$178M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$3.01M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.77M
5
AAPL icon
Apple
AAPL
+$596K

Top Sells

1
+$2.39M
2
+$1.86M
3
+$1.45M
4
GLD icon
SPDR Gold Trust
GLD
+$838K
5
CNK icon
Cinemark Holdings
CNK
+$331K

Sector Composition

1 Energy 31.42%
2 Financials 13.67%
3 Consumer Staples 7.83%
4 Communication Services 6.19%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$429K 0.24%
5,904
-168
52
$414K 0.23%
+6,228
53
$403K 0.23%
3,182
-2,187
54
$397K 0.22%
6,360
-38,287
55
$391K 0.22%
3,730
-845
56
$383K 0.22%
7,073
+20
57
$382K 0.21%
12,304
+58
58
$381K 0.21%
2,513
-31
59
$379K 0.21%
16,434
+1,740
60
$371K 0.21%
5,000
61
$363K 0.2%
7,294
-1,126
62
$363K 0.2%
5,371
63
$362K 0.2%
11,312
-151
64
$360K 0.2%
11,202
-3,820
65
$360K 0.2%
4,365
+1,198
66
$357K 0.2%
12,297
-87
67
$354K 0.2%
9,859
-1,758
68
$345K 0.19%
6,875
+595
69
$337K 0.19%
+3,024
70
$334K 0.19%
3,066
71
$333K 0.19%
8,880
-940
72
$333K 0.19%
3,178
-2,768
73
$314K 0.18%
10,370
74
$312K 0.18%
12,384
+87
75
$306K 0.17%
+3,853
1 2
3
4 5