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 Buys

1
+$9.16M
2
+$9.13M
3
+$5.25M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.14M

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
101
$21K 0.01%
500
102
$20K 0.01%
191
103
$19K 0.01%
188
104
$18K 0.01%
124
105
$18K 0.01%
226
106
$18K 0.01%
140
107
$18K 0.01%
162
-1
108
$15K 0.01%
429
+2
109
$15K 0.01%
193
110
$15K 0.01%
135
111
$14K 0.01%
865
+1
112
$14K 0.01%
644
+5
113
$14K 0.01%
433
-1
114
$14K 0.01%
500
115
$13K 0.01%
113
116
$12K 0.01%
6
117
$12K 0.01%
46
118
$12K 0.01%
202
119
$11K 0.01%
126
120
$10K 0.01%
120
121
$10K 0.01%
100
122
$9K 0.01%
43
123
$9K 0.01%
+577
124
$8K 0.01%
89
125
$8K 0.01%
300
3 4
5
6 7