RWG

Regal Wealth Group Portfolio holdings

AUM $162M
1-Year Est. Return 19.09%
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$177K
3
+$163K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$149K
5
UNH icon
UnitedHealth
UNH
+$122K

Top Sells

1
+$68.4K
2
+$46K
3
+$19.9K
4
NTNX icon
Nutanix
NTNX
+$17.8K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16K

Sector Composition

1 Industrials 8.69%
2 Technology 3.15%
3 Communication Services 0.71%
4 Financials 0.65%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.96%
10,400
27
$1.24M 0.95%
23,954
-887
28
$961K 0.73%
10,585
+2,415
29
$840K 0.64%
6,300
30
$584K 0.45%
4,088
+106
31
$517K 0.39%
6,263
+207
32
$464K 0.35%
3,923
+27
33
$462K 0.35%
2,860
+4
34
$349K 0.27%
5,748
+1
35
$347K 0.26%
9,615
+77
36
$333K 0.25%
10,600
+24
37
$282K 0.22%
2,176
38
$247K 0.19%
6,876
+108
39
$232K 0.18%
1,390
+117
40
$228K 0.17%
8,890
+74
41
$199K 0.15%
845
+4
42
$198K 0.15%
2,203
43
$193K 0.15%
1,553
44
$182K 0.14%
3,366
-368
45
$178K 0.14%
3,658
+24
46
$166K 0.13%
1,826
+59
47
$163K 0.12%
1,150
48
$154K 0.12%
1,632
+6
49
$152K 0.12%
1,860
50
$122K 0.09%
+743
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