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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.9M
3
+$10.8M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$10.3M
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+89
127
$7K 0.01%
+269
128
$6K 0.01%
+495
129
$6K 0.01%
+29
130
$6K 0.01%
+316
131
$5K ﹤0.01%
+195
132
$5K ﹤0.01%
+240
133
$5K ﹤0.01%
+154
134
$4K ﹤0.01%
+234
135
$4K ﹤0.01%
+153
136
$4K ﹤0.01%
+31
137
$4K ﹤0.01%
+82
138
$4K ﹤0.01%
+115
139
$4K ﹤0.01%
+102
140
$4K ﹤0.01%
+33
141
$4K ﹤0.01%
+27
142
$3K ﹤0.01%
+284
143
$3K ﹤0.01%
+97
144
$3K ﹤0.01%
+112
145
$3K ﹤0.01%
+17
146
$3K ﹤0.01%
+40
147
$3K ﹤0.01%
+50
148
$3K ﹤0.01%
+29
149
$3K ﹤0.01%
+23
150
$3K ﹤0.01%
+43
4 5
6
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