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
51
$218K 0.15%
+1,232
52
$218K 0.15%
+817
53
$216K 0.14%
+7,680
54
$207K 0.14%
+786
55
$204K 0.14%
+1,926
56
$171K 0.11%
+1,668
57
$134K 0.09%
+5,461
58
$71K 0.05%
+2,641
59
$57K 0.04%
+2,375
60
$46K 0.03%
+1,214
61
$38K 0.03%
+686
1 2
3