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
$177M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$4.82M
3
+$2.78M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$462K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$347K

Top Sells

1
+$6.3M
2
+$4.77M
3
+$2.52M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$890K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$769K

Sector Composition

1 Industrials 7.67%
2 Technology 3.98%
3 Consumer Discretionary 0.8%
4 Communication Services 0.52%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$107K 0.06%
13,377
1 2
3