RW

Regimen Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 7.97%
This Quarter Est. Return
1 Year Est. Return
+7.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.7M
3
+$13.7M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$12.4M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$12.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.31%
2 Financials 0.63%
3 Consumer Discretionary 0.45%
4 Healthcare 0.31%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$647K 0.43%
+6,837
27
$647K 0.43%
+3,071
28
$605K 0.41%
+5,601
29
$575K 0.39%
+14,081
30
$535K 0.36%
+5,075
31
$531K 0.36%
+7,145
32
$519K 0.35%
+7,207
33
$500K 0.34%
+3,432
34
$467K 0.31%
+4,814
35
$462K 0.31%
+4,617
36
$431K 0.29%
+9,580
37
$349K 0.23%
+5,479
38
$326K 0.22%
+3,574
39
$324K 0.22%
+846
40
$323K 0.22%
+7,089
41
$283K 0.19%
+7,816
42
$272K 0.18%
+4,850
43
$267K 0.18%
+17,727
44
$252K 0.17%
+3,628
45
$250K 0.17%
+5,119
46
$247K 0.17%
+2,940
47
$242K 0.16%
+151,332
48
$238K 0.16%
+4,915
49
$231K 0.15%
+3,755
50
$222K 0.15%
+702
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