RW
Regimen Wealth Portfolio holdings
AUM
$322M
This Quarter Return
+6.23%
1 Year Return
+7.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.57%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
