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
$150M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$3.91M
2 +$747K
3 +$737K
4
VBTX icon
Veritex Holdings
VBTX
+$633K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$511K

Sector Composition

1 Energy 29.23%
2 Financials 16.93%
3 Consumer Staples 10.4%
4 Communication Services 6.89%
5 Technology 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-57,043