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
$164M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.83M
3
+$3.69M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.87M

Top Sells

1
+$477K
2
+$363K
3
+$97.8K
4
LIN icon
Linde
LIN
+$86K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$85.3K

Sector Composition

1 Industrials 8.5%
2 Technology 4.35%
3 Consumer Discretionary 1.12%
4 Communication Services 0.92%
5 Utilities 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
3
202
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+34
203
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43
-37
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200
205
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+17
206
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33
+1
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9
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4
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100
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