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
$106M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$265K
3
+$259K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$107K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$78.1K

Top Sells

1
+$568K
2
+$91.2K
3
+$80K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$49.1K
5
DIS icon
Walt Disney
DIS
+$41.5K

Sector Composition

1 Industrials 8.68%
2 Technology 2.98%
3 Communication Services 0.92%
4 Consumer Discretionary 0.65%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
120
152
$4K ﹤0.01%
75
153
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75
-65
154
$4K ﹤0.01%
234
155
$4K ﹤0.01%
+81
156
$4K ﹤0.01%
97
157
$4K ﹤0.01%
+158
158
$4K ﹤0.01%
31
159
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+176
160
$4K ﹤0.01%
82
161
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112
162
$4K ﹤0.01%
+140
163
$4K ﹤0.01%
33
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27
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$4K ﹤0.01%
316
166
$4K ﹤0.01%
153
167
$4K ﹤0.01%
+27
168
$3K ﹤0.01%
12
169
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63
170
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22
171
$3K ﹤0.01%
284
172
$3K ﹤0.01%
43
173
$3K ﹤0.01%
23
174
$3K ﹤0.01%
48
175
$3K ﹤0.01%
17
5 6
7
8 9