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
$170M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$358K
3
+$253K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$205K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$197K

Top Sells

1
+$1.17M
2
+$397K
3
+$303K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$218K
5
ALL icon
Allstate
ALL
+$204K

Sector Composition

1 Industrials 8.21%
2 Technology 4.4%
3 Consumer Discretionary 1.16%
4 Communication Services 0.96%
5 Utilities 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K 0.01%
100
177
$11K 0.01%
167
+1
178
$10K 0.01%
149
+2
179
$10K 0.01%
79
180
$10K 0.01%
+118
181
$9K 0.01%
586
-1,217
182
$9K 0.01%
27
183
$9K 0.01%
98
+1
184
$9K 0.01%
+190
185
$9K 0.01%
4,000
186
$8K ﹤0.01%
+71
187
$8K ﹤0.01%
24
188
$8K ﹤0.01%
70
189
$8K ﹤0.01%
36
190
$8K ﹤0.01%
134
+1
191
$7K ﹤0.01%
127
+1
192
$7K ﹤0.01%
41
193
$7K ﹤0.01%
147
+2
194
$7K ﹤0.01%
24
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195
$7K ﹤0.01%
76
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196
$7K ﹤0.01%
52
+1
197
$6K ﹤0.01%
96
198
$6K ﹤0.01%
136
199
$6K ﹤0.01%
+106
200
$6K ﹤0.01%
112
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