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
$130M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$892K
2 +$206K
3 +$67.2K
4
COL
Rockwell Collins
COL
+$55K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.6K

Top Sells

1 +$10.7M
2 +$198K
3 +$130K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$123K
5
BA icon
Boeing
BA
+$116K

Sector Composition

1 Industrials 11.62%
2 Technology 2.81%
3 Financials 0.81%
4 Communication Services 0.74%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
22
177
$0 ﹤0.01%
29
+1