RW
Regimen Wealth Portfolio holdings
AUM
$322M
This Quarter Return
+7.61%
1 Year Return
+7.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(+7.3%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
4.73%
Top 10 Holdings %
Top 10 Hldgs %
66.57%
Holding
70
New
13
Increased
34
Reduced
11
Closed
9
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$6.19M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$2.11M |
| 3 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$1.78M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.14M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.09M |
Top Sells
Sector Composition
| 1 | Technology | 1.36% |
| 2 | Financials | 0.49% |
| 3 | Consumer Discretionary | 0.4% |
| 4 | Consumer Staples | 0.22% |
| 5 | Healthcare | 0.06% |
