RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+5.08%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$170M
AUM Growth
+$6.18M
(+3.8%)
Cap. Flow
-$1.09M
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
70.94%
Holding
273
New
52
Increased
77
Reduced
42
Closed
7
Top Buys
Top Sells
| 1 |
Rockwell Automation
ROK
|
$1.17M |
| 2 |
Skyworks Solutions
SWKS
|
$397K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$303K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$218K |
| 5 |
Allstate
ALL
|
$204K |
Sector Composition
| 1 | Industrials | 8.22% |
| 2 | Technology | 4.4% |
| 3 | Consumer Discretionary | 1.16% |
| 4 | Communication Services | 0.96% |
| 5 | Utilities | 0.75% |
