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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
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$240K
3
+$186K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$177K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$150K

Top Sells

1
+$111K
2
+$85.2K
3
+$58.5K
4
ROK icon
Rockwell Automation
ROK
+$38.8K
5
CSX icon
CSX Corp
CSX
+$26K

Sector Composition

1 Industrials 8.48%
2 Technology 3.28%
3 Communication Services 0.82%
4 Healthcare 0.62%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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203
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$0 ﹤0.01%
79
+3
205
$0 ﹤0.01%
41
206
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-48
207
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208
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209
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210
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0
211
$0 ﹤0.01%
9
212
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$0 ﹤0.01%
135
215
– –
-863
216
– –
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217
– –
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5 6 7 8
9