RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+4.42%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.48%
Holding
197
New
196
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$13.3M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$10.9M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$10.8M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$10.3M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$6.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 9.08% |
| 2 | Technology | 3.59% |
| 3 | Communication Services | 0.89% |
| 4 | Consumer Discretionary | 0.71% |
| 5 | Financials | 0.62% |
