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
$139M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$52.2K
3 +$37.1K
4
MSFT icon
Microsoft
MSFT
+$31.1K
5
AAPL icon
Apple
AAPL
+$28K

Top Sells

1 +$834K
2 +$320K
3 +$258K
4
FQAL icon
Fidelity Quality Factor ETF
FQAL
+$227K
5
CARR icon
Carrier Global
CARR
+$223K

Sector Composition

1 Industrials 6.09%
2 Technology 3.33%
3 Consumer Discretionary 0.87%
4 Healthcare 0.66%
5 Utilities 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,455