RWA

RGT Wealth Advisors Portfolio holdings

AUM $627M
1-Year Est. Return 13.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.1M
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$198K
3
+$90.8K
4
ET icon
Energy Transfer Partners
ET
+$34.1K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$16.6K

Top Sells

1
+$43.9M
2
+$26.3M
3
+$14.1M
4
GLD icon
SPDR Gold Trust
GLD
+$9.24M
5
ENLK
EnLink Midstream Partners, LP
ENLK
+$7.86M

Sector Composition

1 Energy 22.43%
2 Technology 13.35%
3 Consumer Discretionary 11.13%
4 Financials 10.64%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
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