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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.9M
3
+$10.8M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$10.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.08%
2 Technology 3.59%
3 Communication Services 0.89%
4 Consumer Discretionary 0.71%
5 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
+48
152
$3K ﹤0.01%
+12
153
$3K ﹤0.01%
+63
154
$3K ﹤0.01%
+22
155
$3K ﹤0.01%
+111
156
$3K ﹤0.01%
+62
157
$3K ﹤0.01%
+95
158
$2K ﹤0.01%
+38
159
$2K ﹤0.01%
+20
160
$2K ﹤0.01%
+32
161
$2K ﹤0.01%
+44
162
$2K ﹤0.01%
+76
163
$2K ﹤0.01%
+95
164
$2K ﹤0.01%
+45
165
$2K ﹤0.01%
+23
166
$2K ﹤0.01%
+109
167
$2K ﹤0.01%
+55
168
$2K ﹤0.01%
+189
169
$2K ﹤0.01%
+104
170
$2K ﹤0.01%
+48
171
$2K ﹤0.01%
+48
172
$2K ﹤0.01%
+43
173
$2K ﹤0.01%
+51
174
$2K ﹤0.01%
+48
175
$2K ﹤0.01%
+49
4 5 6
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