RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+2.7%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$110M
AUM Growth
+$4.04M
(+3.8%)
Cap. Flow
+$1.32M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
74.22%
Holding
227
New
5
Increased
59
Reduced
11
Closed
18
Top Buys
Top Sells
| 1 |
IBM
IBM
|
$111K |
| 2 |
Boeing
BA
|
$85.2K |
| 3 |
AT&T
T
|
$56.9K |
| 4 |
Rockwell Automation
ROK
|
$40.6K |
| 5 |
BP
BP
|
$26K |
Sector Composition
| 1 | Industrials | 8.48% |
| 2 | Technology | 3.28% |
| 3 | Communication Services | 0.82% |
| 4 | Healthcare | 0.62% |
| 5 | Consumer Discretionary | 0.62% |
