RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
This Quarter Return
+5.84%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+56%)
Cap. Flow
+$46.5M
Cap. Flow
% of AUM
31.79%
Top 10 Holdings %
Top 10 Hldgs %
70.12%
Holding
176
New
4
Increased
49
Reduced
25
Closed
9
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$9.16M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$9.13M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.25M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$5.09M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$4.14M |
Top Sells
| 1 |
Boeing
BA
|
$144K |
| 2 |
iShares Select Dividend ETF
DVY
|
$110K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$99.1K |
| 4 |
Intel
INTC
|
$85.3K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$83.9K |
Sector Composition
| 1 | Industrials | 11.28% |
| 2 | Technology | 2.56% |
| 3 | Consumer Discretionary | 0.66% |
| 4 | Communication Services | 0.66% |
| 5 | Financials | 0.65% |
