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
$139M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 12.72%
2 Technology 2.62%
3 Consumer Discretionary 0.72%
4 Financials 0.64%
5 Utilities 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$455K 0.33%
5,736
27
$429K 0.31%
3,580
-42
28
$419K 0.3%
4,820
29
$416K 0.3%
2,192
30
$405K 0.29%
7,064
+25
31
$389K 0.28%
7,238
+3
32
$338K 0.24%
9,456
+65
33
$337K 0.24%
5,447
34
$248K 0.18%
878
+5
35
$241K 0.17%
3,746
+1,419
36
$230K 0.17%
6,796
-282
37
$229K 0.16%
2,203
38
$228K 0.16%
1,365
39
$226K 0.16%
3,821
+20
40
$209K 0.15%
1,672
+5
41
$198K 0.14%
801
+3
42
$187K 0.13%
1,902
+17
43
$175K 0.13%
1,860
44
$160K 0.12%
2,391
+3
45
$157K 0.11%
781
46
$151K 0.11%
2,095
47
$150K 0.11%
3,960
+760
48
$137K 0.1%
2,971
+1
49
$134K 0.1%
1,502
50
$126K 0.09%
2,353
+315