RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
1-Year Return
19.09%
This Quarter Return
+6.64%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$128M
AUM Growth
+$7.25M
(+6%)
Cap. Flow
-$251K
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
69.94%
Holding
224
New
9
Increased
97
Reduced
21
Closed
7
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$878K |
| 2 |
Rockwell Automation
ROK
|
$316K |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$199K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$72.4K |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$63.6K |
Sector Composition
| 1 | Industrials | 9.67% |
| 2 | Technology | 5.11% |
| 3 | Consumer Discretionary | 1.11% |
| 4 | Communication Services | 1.02% |
| 5 | Utilities | 0.78% |
