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
$139M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$4.06M
3
+$2.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.64M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.4M

Top Sells

1
+$282K
2
+$32K
3
+$16K
4
IBM icon
IBM
IBM
+$14.6K
5
RTL
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
+$12K

Sector Composition

1 Industrials 12.72%
2 Technology 2.62%
3 Consumer Discretionary 0.72%
4 Financials 0.64%
5 Utilities 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
20
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+32
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31
154
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46
+1
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$1K ﹤0.01%
10
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$1K ﹤0.01%
14
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+10
158
$1K ﹤0.01%
36
159
$0 ﹤0.01%
50
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-7
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$0 ﹤0.01%
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$0 ﹤0.01%
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3 4 5 6
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