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
$146M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$9.13M
3
+$5.25M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.14M

Top Sells

1
+$144K
2
+$110K
3
+$99.1K
4
INTC icon
Intel
INTC
+$85.3K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$83.9K

Sector Composition

1 Industrials 11.28%
2 Technology 2.56%
3 Consumer Discretionary 0.66%
4 Communication Services 0.66%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$116K 0.08%
720
+3
52
$115K 0.08%
2,784
53
$112K 0.08%
476
-1
54
$107K 0.07%
308
55
$105K 0.07%
3,555
+1
56
$105K 0.07%
2,038
57
$102K 0.07%
1,503
-1
58
$97K 0.07%
825
+3
59
$94K 0.06%
295
+1
60
$88K 0.06%
1,439
+11
61
$79K 0.05%
1,833
62
$79K 0.05%
4,055
+551
63
$73K 0.05%
597
+5
64
$73K 0.05%
1,568
65
$72K 0.05%
819
66
$72K 0.05%
756
67
$71K 0.05%
1,316
+9
68
$65K 0.04%
435
69
$64K 0.04%
623
-1
70
$61K 0.04%
2,811
+53
71
$60K 0.04%
784
72
$58K 0.04%
350
+150
73
$57K 0.04%
1,032
+4
74
$55K 0.04%
331
75
$46K 0.03%
336
1 2
3
4 5