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
51
$114K 0.09%
2,894
52
$105K 0.08%
2,784
53
$94K 0.07%
879
+8
54
$93K 0.07%
2,088
55
$90K 0.07%
796
+103
56
$84K 0.06%
3,547
+5
57
$83K 0.06%
700
+4
58
$82K 0.06%
308
59
$82K 0.06%
624
60
$81K 0.06%
1,371
+11
61
$73K 0.06%
614
62
$71K 0.05%
2,695
+21
63
$71K 0.05%
1,076
-115
64
$69K 0.05%
289
+1
65
$67K 0.05%
1,568
66
$66K 0.05%
485
67
$63K 0.05%
1,015
68
$63K 0.05%
6,628
+85
69
$58K 0.04%
5,009
+801
70
$56K 0.04%
3,290
-732
71
$54K 0.04%
784
72
$48K 0.04%
2,565
73
$47K 0.04%
1,012
+4
74
$42K 0.03%
462
75
$41K 0.03%
462
+1
1 2
3
4 5