RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+19.81%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$121M
AUM Growth
+$19M
(+19%)
Cap. Flow
-$243K
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
70.66%
Holding
221
New
33
Increased
57
Reduced
32
Closed
6
Top Buys
| 1 |
RTX Corp
RTX
|
$591K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$274K |
| 3 |
Otis Worldwide
OTIS
|
$269K |
| 4 |
Carrier Global
CARR
|
$210K |
| 5 |
Boeing
BA
|
$137K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$444K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$395K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$332K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$321K |
| 5 |
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% |
