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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.9M
3
+$10.8M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$10.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.08%
2 Technology 3.59%
3 Communication Services 0.89%
4 Consumer Discretionary 0.71%
5 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16K 0.02%
+200
102
$15K 0.01%
+200
103
$15K 0.01%
+186
104
$14K 0.01%
+285
105
$14K 0.01%
+124
106
$13K 0.01%
+191
107
$13K 0.01%
+478
108
$13K 0.01%
+1,445
109
$12K 0.01%
+177
110
$12K 0.01%
+124
111
$12K 0.01%
+421
112
$12K 0.01%
+811
113
$12K 0.01%
+160
114
$12K 0.01%
+500
115
$11K 0.01%
+219
116
$11K 0.01%
+113
117
$11K 0.01%
+120
118
$11K 0.01%
+1,135
119
$10K 0.01%
+841
120
$10K 0.01%
+300
121
$10K 0.01%
+2,000
122
$9K 0.01%
+567
123
$9K 0.01%
+156
124
$8K 0.01%
+144
125
$8K 0.01%
+132
3 4
5
6 7