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
$110M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$334K
3
+$226K
4
BABA icon
Alibaba
BABA
+$213K
5
AAPL icon
Apple
AAPL
+$121K

Top Sells

1
+$4.83M
2
+$4.34M
3
+$3.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.07M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.63M

Sector Composition

1 Industrials 13.47%
2 Technology 2.76%
3 Consumer Discretionary 1.01%
4 Financials 0.74%
5 Utilities 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17K 0.02%
193
102
$17K 0.02%
277
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$17K 0.02%
140
104
$17K 0.02%
+300
105
$17K 0.02%
500
106
$16K 0.01%
135
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$16K 0.01%
372
-90
108
$15K 0.01%
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+1
109
$14K 0.01%
500
110
$12K 0.01%
113
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$12K 0.01%
163
+1
112
$12K 0.01%
865
+288
113
$11K 0.01%
867
+2
114
$11K 0.01%
651
+7
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$10K 0.01%
202
116
$10K 0.01%
6
117
$9K 0.01%
433
+4
118
$9K 0.01%
46
119
$9K 0.01%
126
120
$8K 0.01%
90
+1
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$8K 0.01%
120
122
$7K 0.01%
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123
$7K 0.01%
43
124
$6K 0.01%
144
125
$6K 0.01%
105
+1
3 4
5
6 7