RWA
RGT Wealth Advisors Portfolio holdings
AUM
$627M
1-Year Return
13.83%
This Quarter Return
-6.49%
1 Year Return
-13.83%
3 Year Return
+9.35%
5 Year Return
+46.23%
10 Year Return
–
AUM
$627M
AUM Growth
+$31.9M
(+5.4%)
Cap. Flow
+$70.7M
Cap. Flow
% of AUM
11.28%
Top 10 Holdings %
Top 10 Hldgs %
90.82%
Holding
138
New
15
Increased
22
Reduced
55
Closed
22
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1% |
| 2 | Energy | 0.73% |
| 3 | Technology | 0.54% |
| 4 | Consumer Staples | 0.49% |
| 5 | Financials | 0.33% |
