RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+12.32%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$164M
AUM Growth
+$35.6M
(+28%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
12.06%
Top 10 Holdings %
Top 10 Hldgs %
71.51%
Holding
236
New
18
Increased
77
Reduced
40
Closed
15
Top Buys
Top Sells
| 1 |
Boeing
BA
|
$477K |
| 2 |
Honeywell
HON
|
$363K |
| 3 |
Otis Worldwide
OTIS
|
$97.8K |
| 4 |
Linde
LIN
|
$86K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$85.3K |
Sector Composition
| 1 | Industrials | 8.5% |
| 2 | Technology | 4.35% |
| 3 | Consumer Discretionary | 1.12% |
| 4 | Communication Services | 0.92% |
| 5 | Utilities | 0.74% |
