RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+1.91%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$104M
AUM Growth
+$2.38M
(+2.3%)
Cap. Flow
+$690K
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
73.64%
Holding
203
New
6
Increased
56
Reduced
14
Closed
2
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$209K |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$172K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$147K |
| 4 |
Rockwell Automation
ROK
|
$143K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$79.5K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$63.6K |
| 2 |
Skyworks Solutions
SWKS
|
$63.3K |
| 3 |
Air Products & Chemicals
APD
|
$45.6K |
| 4 |
Boeing
BA
|
$40.7K |
| 5 |
COL
Rockwell Collins
COL
|
$36.1K |
Sector Composition
| 1 | Industrials | 8.8% |
| 2 | Technology | 3.45% |
| 3 | Communication Services | 0.95% |
| 4 | Consumer Discretionary | 0.72% |
| 5 | Financials | 0.59% |
