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
$146M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.67M
3
+$1.55M
4
WFC icon
Wells Fargo
WFC
+$1.35M
5
AAPL icon
Apple
AAPL
+$1M

Top Sells

1
+$1.31M
2
+$1.2M
3
+$861K
4
VB icon
Vanguard Small-Cap ETF
VB
+$830K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$806K

Sector Composition

1 Energy 30.16%
2 Financials 13.97%
3 Consumer Staples 10.5%
4 Communication Services 7.17%
5 Technology 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.22%
3,446
+260
52
$308K 0.21%
17,142
53
$305K 0.21%
1,751
+44
54
$294K 0.2%
2,466
-578
55
$290K 0.2%
12,783
56
$280K 0.19%
8,048
-4,402
57
$275K 0.19%
2,359
-6,912
58
$272K 0.19%
5,200
-148
59
$272K 0.19%
17,500
60
$269K 0.18%
2,291
+72
61
$260K 0.18%
32,768
-1,568
62
$260K 0.18%
+6,589
63
$258K 0.18%
3,237
-3,238
64
$256K 0.18%
4,093
65
$253K 0.17%
2,157
66
$251K 0.17%
8,822
+458
67
$245K 0.17%
1,321
+52
68
$244K 0.17%
3,218
69
$240K 0.16%
+9,890
70
$240K 0.16%
10,000
71
$234K 0.16%
7,384
-968
72
$234K 0.16%
6,922
+482
73
$231K 0.16%
+4,780
74
$229K 0.16%
1,606
75
$224K 0.15%
1,758
1 2
3
4 5