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
$477M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$2.42M
3
+$717K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$716K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$613K

Top Sells

1
+$1.15M
2
+$987K
3
+$900K
4
DIS icon
Walt Disney
DIS
+$649K
5
AAN.A
The Aaron's Company Inc Class A
AAN.A
+$504K

Sector Composition

1 Consumer Discretionary 1.33%
2 Technology 1.05%
3 Consumer Staples 0.8%
4 Energy 0.64%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,893
1 2 3
4