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
$131M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$177K
3
+$163K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$149K
5
UNH icon
UnitedHealth
UNH
+$122K

Top Sells

1
+$68.4K
2
+$46K
3
+$19.9K
4
NTNX icon
Nutanix
NTNX
+$17.8K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16K

Sector Composition

1 Industrials 8.69%
2 Technology 3.15%
3 Communication Services 0.71%
4 Financials 0.65%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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