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
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$21K 0.01%
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$18K 0.01%
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+2
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$15K 0.01%
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$14K 0.01%
865
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$14K 0.01%
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$9K 0.01%
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+577
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$8K 0.01%
89
125
$8K 0.01%
300