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
$121M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$274K
3
+$269K
4
CARR icon
Carrier Global
CARR
+$210K
5
BA icon
Boeing
BA
+$137K

Top Sells

1
+$444K
2
+$395K
3
+$332K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$321K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$288K

Sector Composition

1 Industrials 10.63%
2 Technology 4.89%
3 Communication Services 0.99%
4 Consumer Discretionary 0.9%
5 Utilities 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
21
177
$3K ﹤0.01%
1,500
178
$3K ﹤0.01%
+108
179
$3K ﹤0.01%
65
180
$3K ﹤0.01%
+13
181
$3K ﹤0.01%
+50
182
$2K ﹤0.01%
+55
183
$2K ﹤0.01%
+40
184
$2K ﹤0.01%
103
185
$2K ﹤0.01%
+320
186
$2K ﹤0.01%
+11
187
$2K ﹤0.01%
30
188
$2K ﹤0.01%
31
189
$2K ﹤0.01%
16
190
$2K ﹤0.01%
+137
191
$1K ﹤0.01%
+65
192
$1K ﹤0.01%
200
+100
193
$1K ﹤0.01%
205
+8
194
$1K ﹤0.01%
+26
195
$1K ﹤0.01%
149
+3
196
$1K ﹤0.01%
+25
197
$1K ﹤0.01%
4
198
$1K ﹤0.01%
10
199
$1K ﹤0.01%
15
200
$1K ﹤0.01%
11
5 6 7
8
9