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
$131M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$177K
3
+$163K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$149K
5
UNH icon
UnitedHealth
UNH
+$122K

Top Sells

1
+$68.4K
2
+$46K
3
+$19.9K
4
NTNX icon
Nutanix
NTNX
+$17.8K
5
IWD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
242
127
$6K ﹤0.01%
121
+1
128
$6K ﹤0.01%
89
129
$5K ﹤0.01%
120
130
$5K ﹤0.01%
234
131
$5K ﹤0.01%
86
132
$5K ﹤0.01%
+140
133
$5K ﹤0.01%
+200
134
$4K ﹤0.01%
63
135
$4K ﹤0.01%
1,500
136
$4K ﹤0.01%
31
-1
137
$4K ﹤0.01%
82
138
$4K ﹤0.01%
50
139
$4K ﹤0.01%
316
140
$3K ﹤0.01%
+100
141
$2K ﹤0.01%
107
142
$2K ﹤0.01%
95
143
$2K ﹤0.01%
+31
144
$2K ﹤0.01%
100
145
$1K ﹤0.01%
11
146
$1K ﹤0.01%
+22
147
$1K ﹤0.01%
52
-456
148
$1K ﹤0.01%
+40
149
$1K ﹤0.01%
7
150
$1K ﹤0.01%
+14
3 4 5
6
7