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
76
$300K 0.17%
+3,776
77
$299K 0.17%
21,614
+84
78
$296K 0.17%
7,654
+1,090
79
$294K 0.17%
2,225
-820
80
$290K 0.16%
6,205
+10
81
$288K 0.16%
+3,469
82
$288K 0.16%
5,134
-318
83
$282K 0.16%
+3,200
84
$280K 0.16%
4,009
+675
85
$275K 0.15%
9,111
+2,265
86
$272K 0.15%
+4,662
87
$270K 0.15%
12,245
-3,325
88
$267K 0.15%
+17,500
89
$260K 0.15%
21,410
-50
90
$257K 0.14%
10,000
91
$248K 0.14%
11,971
+2,119
92
$247K 0.14%
13,072
+289
93
$244K 0.14%
+5,526
94
$242K 0.14%
5,431
-20
95
$241K 0.14%
5,388
96
$239K 0.13%
1,682
+108
97
$235K 0.13%
+1,468
98
$234K 0.13%
1,984
-53
99
$230K 0.13%
5,996
+140
100
$227K 0.13%
1,684
-697
2 3
4
5 6