RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+5.21%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$141M
AUM Growth
+$5.9M
(+4.4%)
Cap. Flow
-$995K
Cap. Flow
% of AUM
-0.7%
Top 10 Holdings %
Top 10 Hldgs %
73.28%
Holding
175
New
21
Increased
48
Reduced
28
Closed
2
Top Buys
Top Sells
| 1 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$9.98M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.96M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$476K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$93.6K |
| 5 |
Fidelity Quality Factor ETF
FQAL
|
$92.5K |
Sector Composition
| 1 | Industrials | 10.39% |
| 2 | Technology | 2.46% |
| 3 | Financials | 0.76% |
| 4 | Communication Services | 0.7% |
| 5 | Consumer Discretionary | 0.68% |
