RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+2.61%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$144M
AUM Growth
+$5.16M
(+3.7%)
Cap. Flow
+$1.72M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
71.62%
Holding
174
New
8
Increased
56
Reduced
19
Closed
2
Top Buys
Top Sells
| 1 |
RTX Corp
RTX
|
$114K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$86.5K |
| 3 |
Boeing
BA
|
$72.4K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$66.3K |
| 5 |
ESCO Technologies
ESE
|
$32.3K |
Sector Composition
| 1 | Industrials | 11.58% |
| 2 | Technology | 2.76% |
| 3 | Consumer Discretionary | 0.77% |
| 4 | Financials | 0.67% |
| 5 | Utilities | 0.6% |
