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
$160M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$265K
3
+$242K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$209K
5
BA icon
Boeing
BA
+$166K

Top Sells

1
+$655K
2
+$399K
3
+$372K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$317K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$267K

Sector Composition

1 Industrials 6.94%
2 Technology 3.37%
3 Consumer Discretionary 0.92%
4 Healthcare 0.57%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$118K 0.07%
13,377
52
– –
-2,346
53
– –
-1,515
54
– –
-1,186
1 2
3