RWA
RGT Wealth Advisors Portfolio holdings
AUM
$627M
This Quarter Return
+1.04%
1 Year Return
-13.83%
3 Year Return
+9.35%
5 Year Return
+46.23%
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(+11%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
11.92%
Top 10 Holdings %
Top 10 Hldgs %
68.18%
Holding
114
New
15
Increased
44
Reduced
25
Closed
10
Top Buys
| 1 |
RSPP
RSP Permian, Inc.
RSPP
|
$15.8M |
| 2 |
Veritex Holdings
VBTX
|
$2.2M |
| 3 |
Exxon Mobil
XOM
|
$1.69M |
| 4 |
Paycom
PAYC
|
$1.44M |
| 5 |
Cinemark Holdings
CNK
|
$960K |
Top Sells
Sector Composition
| 1 | Energy | 43.71% |
| 2 | Financials | 15.3% |
| 3 | Consumer Staples | 6.7% |
| 4 | Industrials | 5.82% |
| 5 | Technology | 5.53% |
