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
$655M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.8M
3
+$7.28M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$6.71M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.74M

Top Sells

1
+$3.19M
2
+$669K
3
+$287K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$200K
5
COST icon
Costco
COST
+$191K

Sector Composition

1 Consumer Discretionary 1.42%
2 Technology 1.16%
3 Financials 0.82%
4 Consumer Staples 0.79%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K ﹤0.01%
+86
202
$17K ﹤0.01%
+105
203
$17K ﹤0.01%
+90
204
$16K ﹤0.01%
+17
205
$16K ﹤0.01%
+120
206
$16K ﹤0.01%
+66
207
$16K ﹤0.01%
+240
208
$16K ﹤0.01%
+137
209
$15K ﹤0.01%
+42
210
$15K ﹤0.01%
+82
211
$15K ﹤0.01%
+87
212
$15K ﹤0.01%
+58
213
$14K ﹤0.01%
+37
214
$14K ﹤0.01%
+150
215
$13K ﹤0.01%
+47
216
$12K ﹤0.01%
+58
217
$12K ﹤0.01%
+129
218
$12K ﹤0.01%
+48
219
$11K ﹤0.01%
+179
220
$11K ﹤0.01%
+150
221
$11K ﹤0.01%
+271
222
$10K ﹤0.01%
+4
223
$10K ﹤0.01%
+120
224
$10K ﹤0.01%
+64
225
$10K ﹤0.01%
+160
7 8
9
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