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
$147M
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.88M
3
+$1.35M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1.31M
5
MUSA icon
Murphy USA
MUSA
+$1.12M

Top Sells

1
+$8.8M
2
+$8.61M
3
+$3.22M
4
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$2.58M
5
RRC icon
Range Resources
RRC
+$2.31M

Sector Composition

1 Energy 32.42%
2 Financials 9.78%
3 Consumer Staples 9.24%
4 Communication Services 7.23%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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