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
$110M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$334K
3
+$226K
4
BABA icon
Alibaba
BABA
+$213K
5
AAPL icon
Apple
AAPL
+$121K

Top Sells

1
+$4.83M
2
+$4.34M
3
+$3.89M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.07M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.63M

Sector Composition

1 Industrials 13.47%
2 Technology 2.76%
3 Consumer Discretionary 1.01%
4 Financials 0.74%
5 Utilities 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K 0.01%
300
127
$6K 0.01%
41
128
$6K 0.01%
90
+1
129
$6K 0.01%
100
130
$5K ﹤0.01%
105
+2
131
$5K ﹤0.01%
311
-1,565
132
$5K ﹤0.01%
131
+2
133
$5K ﹤0.01%
36
134
$5K ﹤0.01%
173
+1
135
$4K ﹤0.01%
73
136
$4K ﹤0.01%
24
137
$4K ﹤0.01%
50
138
$3K ﹤0.01%
21
139
$3K ﹤0.01%
1,500
140
$3K ﹤0.01%
102
+1
141
$3K ﹤0.01%
40
142
$3K ﹤0.01%
+50
143
$3K ﹤0.01%
63
144
$3K ﹤0.01%
82
+1
145
$3K ﹤0.01%
110
146
$2K ﹤0.01%
+176
147
$2K ﹤0.01%
65
148
$2K ﹤0.01%
116
+4
149
$2K ﹤0.01%
20
150
$2K ﹤0.01%
31
4 5
6
7 8