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
$146M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$144K
2 +$110K
3 +$99.1K
4
INTC icon
Intel
INTC
+$85.3K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$83.9K

Sector Composition

1 Industrials 11.28%
2 Technology 2.56%
3 Consumer Discretionary 0.66%
4 Communication Services 0.66%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$46K 0.03%
928
77
$43K 0.03%
4,606
+59
78
$43K 0.03%
814
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$43K 0.03%
114
80
$42K 0.03%
2,370
81
$36K 0.02%
1,004
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82
$35K 0.02%
1,027
83
$35K 0.02%
308
84
$35K 0.02%
1,200
85
$34K 0.02%
560
86
$34K 0.02%
400
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$34K 0.02%
500
88
$33K 0.02%
134
89
$29K 0.02%
183
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$28K 0.02%
252
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$28K 0.02%
389
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$27K 0.02%
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93
$27K 0.02%
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$26K 0.02%
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$26K 0.02%
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96
$25K 0.02%
462
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$25K 0.02%
500
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$23K 0.02%
380
99
$23K 0.02%
277
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$22K 0.02%
860
+1