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RWG

Regal Wealth Group Portfolio holdings

AUM $162M
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$198K
2
+$163K
3
+$139K
4
ROK icon
Rockwell Automation
ROK
+$128K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$73.6K

Top Sells

1
+$1.65M
2
+$59K
3
+$55.1K
4
APD icon
Air Products & Chemicals
APD
+$41.2K
5
BA icon
Boeing
BA
+$39.8K

Sector Composition

1 Industrials 8.8%
2 Technology 3.45%
3 Communication Services 0.95%
4 Consumer Discretionary 0.72%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
112
152
$3K ﹤0.01%
17
153
$3K ﹤0.01%
40
154
$3K ﹤0.01%
62
155
$3K ﹤0.01%
95
156
$3K ﹤0.01%
284
157
$3K ﹤0.01%
43
158
$3K ﹤0.01%
82
159
$3K ﹤0.01%
50
160
$3K ﹤0.01%
111
161
$2K ﹤0.01%
20
162
$2K ﹤0.01%
32
163
$2K ﹤0.01%
95
164
$2K ﹤0.01%
45
165
$2K ﹤0.01%
23
166
$2K ﹤0.01%
38
167
$2K ﹤0.01%
109
168
$2K ﹤0.01%
55
169
$2K ﹤0.01%
48
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$2K ﹤0.01%
48
171
$2K ﹤0.01%
72
172
$2K ﹤0.01%
192
173
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43
174
$2K ﹤0.01%
51
175
$2K ﹤0.01%
48
4 5 6
7
8