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RWG

Regal Wealth Group Portfolio holdings

AUM $162M
1-Year Est. Return 19.09%
This Fund
S&P 500
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
+$2.68M
2
+$2.63M
3
+$2.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.79M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.45M

Top Sells

1
+$5.7M
2
+$3.19M
3
+$2.76M
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
+$1.28M

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
101
$18K 0.01%
226
-10
102
$17K 0.01%
277
103
$16K 0.01%
124
104
$16K 0.01%
191
105
$16K 0.01%
+193
106
$16K 0.01%
843
+5
107
$16K 0.01%
124
108
$15K 0.01%
853
+2
109
$15K 0.01%
202
110
$15K 0.01%
1,000
111
$14K 0.01%
1,102
-366
112
$14K 0.01%
120
113
$13K 0.01%
113
114
$12K 0.01%
300
115
$11K 0.01%
1,135
116
$11K 0.01%
150
117
$11K 0.01%
611
+6
118
$10K 0.01%
505
119
$9K 0.01%
300
120
$9K 0.01%
110
121
$9K 0.01%
500
122
$8K 0.01%
144
123
$8K 0.01%
46
+1
124
$8K 0.01%
102
-58
125
$8K 0.01%
242
3 4
5
6 7