RWG

Regal Wealth Group Portfolio holdings

AUM $162M
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$357K
3 +$244K
4
BABA icon
Alibaba
BABA
+$229K
5
AAPL icon
Apple
AAPL
+$149K

Top Sells

1 +$4.83M
2 +$4.66M
3 +$4.21M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.22M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.85M

Sector Composition

1 Industrials 13.47%
2 Technology 2.76%
3 Consumer Discretionary 1.01%
4 Financials 0.74%
5 Utilities 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
41
177
$0 ﹤0.01%
9