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
176
$3K ﹤0.01%
+110
177
$3K ﹤0.01%
104
178
$3K ﹤0.01%
50
179
$3K ﹤0.01%
111
180
$3K ﹤0.01%
62
181
$3K ﹤0.01%
95
182
$2K ﹤0.01%
48
183
$2K ﹤0.01%
76
184
$2K ﹤0.01%
95
185
$2K ﹤0.01%
20
186
$2K ﹤0.01%
32
187
$2K ﹤0.01%
44
188
$2K ﹤0.01%
36
189
$2K ﹤0.01%
45
190
$2K ﹤0.01%
38
191
$2K ﹤0.01%
109
192
$2K ﹤0.01%
189
193
$2K ﹤0.01%
48
194
$2K ﹤0.01%
48
195
$2K ﹤0.01%
72
196
$2K ﹤0.01%
192
197
$2K ﹤0.01%
43
198
$2K ﹤0.01%
51
199
$2K ﹤0.01%
49
200
$1K ﹤0.01%
50
5 6 7
8
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