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
$129M
AUM Growth
-$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.64M
3
+$2.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.8M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.45M

Top Sells

1
+$5.78M
2
+$3.21M
3
+$2.77M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$2.72M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.29M

Sector Composition

1 Industrials 9.36%
2 Technology 2.89%
3 Communication Services 0.69%
4 Financials 0.69%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$42K 0.03%
463
+1
77
$40K 0.03%
462
78
$34K 0.03%
999
+1
79
$34K 0.03%
365
80
$31K 0.02%
244
+2
81
$31K 0.02%
960
+8
82
$30K 0.02%
1,200
83
$29K 0.02%
819
84
$29K 0.02%
1,876
85
$27K 0.02%
184
86
$27K 0.02%
+500
87
$25K 0.02%
200
88
$24K 0.02%
520
-160
89
$24K 0.02%
308
90
$24K 0.02%
400
91
$23K 0.02%
183
92
$23K 0.02%
134
93
$23K 0.02%
417
+1
94
$22K 0.02%
500
95
$21K 0.02%
389
96
$20K 0.02%
187
97
$19K 0.01%
478
98
$19K 0.01%
400
-160
99
$19K 0.01%
161
+1
100
$18K 0.01%
111
+1
2 3
4
5 6