RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
-18.8%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$102M
AUM Growth
-$52.4M
(-34%)
Cap. Flow
-$21.9M
Cap. Flow
% of AUM
-21.48%
Top 10 Holdings %
Top 10 Hldgs %
71.64%
Holding
215
New
11
Increased
45
Reduced
46
Closed
28
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$236K |
| 2 |
Honeywell
HON
|
$230K |
| 3 |
ProShares UltraShort Dow 30
DXD
|
$74K |
| 4 |
Intuitive Surgical
ISRG
|
$46K |
| 5 |
Skyworks Solutions
SWKS
|
$33.4K |
Top Sells
Sector Composition
| 1 | Industrials | 8.69% |
| 2 | Technology | 4.37% |
| 3 | Communication Services | 0.92% |
| 4 | Consumer Discretionary | 0.82% |
| 5 | Healthcare | 0.75% |
