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
$141M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$2.41M
3
+$1.74M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.25M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.03M

Top Sells

1
+$6.04M
2
+$2.09M
3
+$1.55M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.53M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$941K

Sector Composition

1 Industrials 6.9%
2 Technology 1.91%
3 Healthcare 0.77%
4 Utilities 0.5%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,526
1 2
3