RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
This Quarter Return
+12.23%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+27%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
11.62%
Top 10 Holdings %
Top 10 Hldgs %
71.55%
Holding
173
New
4
Increased
63
Reduced
11
Closed
7
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$4.32M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$4.06M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.03M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.64M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.4M |
Top Sells
| 1 |
Alibaba
BABA
|
$282K |
| 2 |
Baidu
BIDU
|
$32K |
| 3 |
Air Products & Chemicals
APD
|
$16K |
| 4 |
IBM
IBM
|
$14.5K |
| 5 |
RTL
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
|
$12K |
Sector Composition
| 1 | Industrials | 12.72% |
| 2 | Technology | 2.62% |
| 3 | Consumer Discretionary | 0.72% |
| 4 | Financials | 0.64% |
| 5 | Utilities | 0.6% |
