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
$110M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$334K
3
+$226K
4
BABA icon
Alibaba
BABA
+$213K
5
AAPL icon
Apple
AAPL
+$121K

Top Sells

1
+$4.83M
2
+$4.34M
3
+$3.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.07M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.63M

Sector Composition

1 Industrials 13.47%
2 Technology 2.76%
3 Consumer Discretionary 1.01%
4 Financials 0.74%
5 Utilities 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$106K 0.1%
3,200
-575
52
$97K 0.09%
477
+1
53
$94K 0.09%
1,451
+12
54
$93K 0.08%
2,784
55
$92K 0.08%
2,038
56
$91K 0.08%
826
+1
57
$89K 0.08%
1,517
+14
58
$88K 0.08%
3,556
+1
59
$81K 0.07%
308
60
$73K 0.07%
1,858
+25
61
$73K 0.07%
297
+2
62
$69K 0.06%
819
63
$66K 0.06%
603
+6
64
$62K 0.06%
1,568
65
$60K 0.05%
3,526
-529
66
$58K 0.05%
624
+1
67
$57K 0.05%
435
68
$54K 0.05%
2,812
+1
69
$53K 0.05%
331
70
$53K 0.05%
2,370
71
$52K 0.05%
1,430
+114
72
$49K 0.04%
1,044
+12
73
$46K 0.04%
784
74
$45K 0.04%
914
-14
75
$43K 0.04%
825
+11
1 2
3
4 5