RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+5.46%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$135M
AUM Growth
+$6.77M
(+5.3%)
Cap. Flow
+$89.7K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
72.73%
Holding
162
New
3
Increased
52
Reduced
22
Closed
8
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$613K |
| 2 |
Rockwell Automation
ROK
|
$526K |
| 3 |
Boeing
BA
|
$500K |
| 4 |
COL
Rockwell Collins
COL
|
$438K |
| 5 |
GE Aerospace
GE
|
$260K |
Sector Composition
| 1 | Industrials | 9.6% |
| 2 | Technology | 2.35% |
| 3 | Financials | 0.7% |
| 4 | Communication Services | 0.69% |
| 5 | Consumer Discretionary | 0.63% |
