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
$102M
AUM Growth
-$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$230K
3
+$74K
4
ISRG icon
Intuitive Surgical
ISRG
+$46K
5
SWKS icon
Skyworks Solutions
SWKS
+$33.4K

Top Sells

1
+$3.83M
2
+$2.66M
3
+$2.61M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.52M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.24M

Sector Composition

1 Industrials 8.69%
2 Technology 4.37%
3 Communication Services 0.92%
4 Consumer Discretionary 0.82%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K 0.02%
+1,080
102
$20K 0.02%
347
+2
103
$20K 0.02%
700
104
$19K 0.02%
+190
105
$18K 0.02%
+2,420
106
$18K 0.02%
358
-318
107
$18K 0.02%
136
108
$17K 0.02%
496
+1
109
$17K 0.02%
299
110
$17K 0.02%
666
111
$16K 0.02%
191
112
$16K 0.02%
193
113
$16K 0.02%
426
+300
114
$16K 0.02%
312
+212
115
$15K 0.01%
500
116
$14K 0.01%
113
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$14K 0.01%
140
118
$13K 0.01%
198
-122
119
$12K 0.01%
65
120
$12K 0.01%
300
121
$12K 0.01%
500
122
$11K 0.01%
456
123
$10K 0.01%
181
124
$10K 0.01%
191
125
$10K 0.01%
110
3 4
5
6 7