RW
Regimen Wealth Portfolio holdings
AUM
$322M
1-Year Est. Return
7.97%
1 Year Est. Return
+7.97%
AUM
$322M
AUM Growth
+$11M
(+3.5%)
Holding
78
Top Buys
| 1 | +$19.6M | |
| 2 | +$19.2M | |
| 3 | +$16.9M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$10.1M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$4.37M |
Top Sells
| 1 | +$19.8M | |
| 2 | +$16M | |
| 3 | +$10.5M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$9.64M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$4.95M |
Sector Composition
| 1 | Technology | 1.11% |
| 2 | Financials | 0.63% |
| 3 | Consumer Discretionary | 0.45% |
| 4 | Consumer Staples | 0.31% |
| 5 | Healthcare | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares TIPS Bond ETF
TIP
$13.9B
| – | – |
-3,755
|
|
||
77
iShares 20+ Year Treasury Bond ETF
TLT
$48.6B
| – | – |
-8,030
|
|
||
78
iShares US Infrastructure ETF
IFRA
$3.06B
| – | – |
-6,659
|
|