RWG
Regal Wealth Group Portfolio holdings
AUM
$162M
This Quarter Return
-0.83%
1 Year Return
+19.09%
3 Year Return
+17.02%
5 Year Return
+69.38%
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(-1.6%)
Cap. Flow
-$1.26M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
66.36%
Holding
50
New
1
Increased
21
Reduced
17
Closed
1
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$213K |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$85.8K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$71.4K |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$47.6K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$45.2K |
Top Sells
| 1 |
Rockwell Automation
ROK
|
$500K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$480K |
| 3 |
Otis Worldwide
OTIS
|
$226K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$176K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$70K |
Sector Composition
| 1 | Industrials | 7.54% |
| 2 | Technology | 3.92% |
| 3 | Consumer Discretionary | 0.71% |
| 4 | Communication Services | 0.63% |
| 5 | Healthcare | 0.44% |
