RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+5.61%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$131M
AUM Growth
+$7.97M
(+6.5%)
Cap. Flow
+$1.34M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
62.38%
Holding
174
New
10
Increased
55
Reduced
14
Closed
16
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$219K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$177K |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$163K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$149K |
| 5 |
UnitedHealth
UNH
|
$122K |
Top Sells
| 1 |
Skyworks Solutions
SWKS
|
$68.4K |
| 2 |
iShares Core International Aggregate Bond Fund
IAGG
|
$46K |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$19.9K |
| 4 |
Nutanix
NTNX
|
$17.8K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$16K |
Sector Composition
| 1 | Industrials | 8.69% |
| 2 | Technology | 3.15% |
| 3 | Communication Services | 0.71% |
| 4 | Financials | 0.65% |
| 5 | Healthcare | 0.58% |
