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
126
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127
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128
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0
129
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130
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-1,722
131
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-7,411
132
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-1,700
133
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-5,433
134
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-2,545
135
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-10,031
136
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-932
137
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-3,794
2 3 4 5
6