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
$106M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$265K
3
+$259K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$107K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$78.1K

Top Sells

1
+$568K
2
+$91.2K
3
+$80K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$49.1K
5
DIS icon
Walt Disney
DIS
+$41.5K

Sector Composition

1 Industrials 8.68%
2 Technology 2.98%
3 Communication Services 0.92%
4 Consumer Discretionary 0.65%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$78K 0.07%
614
52
$77K 0.07%
688
+4
53
$76K 0.07%
308
+18
54
$69K 0.07%
524
55
$67K 0.06%
690
-427
56
$64K 0.06%
286
+1
57
$62K 0.06%
536
-151
58
$60K 0.06%
726
59
$58K 0.05%
6,248
-419
60
$56K 0.05%
1,008
+17
61
$50K 0.05%
628
+2
62
$47K 0.04%
3,533
+5
63
$42K 0.04%
403
-57
64
$42K 0.04%
784
65
$42K 0.04%
996
66
$41K 0.04%
1,064
+21
67
$41K 0.04%
462
+90
68
$41K 0.04%
1,568
69
$36K 0.03%
2,565
70
$34K 0.03%
1,876
71
$33K 0.03%
914
+95
72
$32K 0.03%
410
73
$32K 0.03%
1,200
74
$30K 0.03%
924
+8
75
$29K 0.03%
4,022
1 2
3
4 5