RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+2.05%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$106M
AUM Growth
+$2.4M
(+2.3%)
Cap. Flow
+$448K
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
74.37%
Holding
226
New
25
Increased
51
Reduced
21
Closed
4
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$568K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$91.2K |
| 3 |
GE Aerospace
GE
|
$80K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$49.1K |
| 5 |
Walt Disney
DIS
|
$41.5K |
Sector Composition
| 1 | Industrials | 8.68% |
| 2 | Technology | 2.98% |
| 3 | Communication Services | 0.92% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Healthcare | 0.61% |
