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
$121M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$274K
3
+$269K
4
CARR icon
Carrier Global
CARR
+$210K
5
BA icon
Boeing
BA
+$137K

Top Sells

1
+$444K
2
+$395K
3
+$332K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$321K
5
IVE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
+24
202
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9
203
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+30
204
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10
205
– –
-666
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$0 ﹤0.01%
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207
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$0 ﹤0.01%
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219
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-9
220
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0
221
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-25
5 6 7 8
9