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
$131M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$177K
3
+$163K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$149K
5
UNH icon
UnitedHealth
UNH
+$122K

Top Sells

1
+$68.4K
2
+$46K
3
+$19.9K
4
NTNX icon
Nutanix
NTNX
+$17.8K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16K

Sector Composition

1 Industrials 8.69%
2 Technology 3.15%
3 Communication Services 0.71%
4 Financials 0.65%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35K 0.03%
819
-95
77
$33K 0.03%
410
78
$32K 0.02%
952
+9
79
$32K 0.02%
998
80
$32K 0.02%
1,876
81
$32K 0.02%
365
82
$31K 0.02%
242
+2
83
$31K 0.02%
184
84
$28K 0.02%
680
+140
85
$28K 0.02%
1,200
86
$27K 0.02%
819
87
$25K 0.02%
308
88
$25K 0.02%
416
+1
89
$24K 0.02%
560
90
$23K 0.02%
500
91
$22K 0.02%
200
92
$22K 0.02%
183
93
$22K 0.02%
400
94
$22K 0.02%
389
95
$21K 0.02%
134
96
$20K 0.02%
1,468
+6
97
$20K 0.02%
187
98
$20K 0.02%
500
99
$19K 0.01%
236
100
$18K 0.01%
478
2 3
4
5 6