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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.9M
3
+$10.8M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$10.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.08%
2 Technology 3.59%
3 Communication Services 0.89%
4 Consumer Discretionary 0.71%
5 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
+192
177
$1K ﹤0.01%
+135
178
$1K ﹤0.01%
+36
179
$1K ﹤0.01%
+50
180
$1K ﹤0.01%
+41
181
$1K ﹤0.01%
+11
182
$1K ﹤0.01%
+45
183
$1K ﹤0.01%
+69
184
$1K ﹤0.01%
+72
185
$1K ﹤0.01%
+48
186
$1K ﹤0.01%
+407
187
$1K ﹤0.01%
+17
188
– –
0
189
$0 ﹤0.01%
+11
190
$0 ﹤0.01%
+2
4 5 6 7
8