RW
Regimen Wealth Portfolio holdings
AUM
$322M
This Quarter Return
+5.32%
1 Year Return
+7.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$309M
AUM Growth
+$309M
(+6.4%)
Cap. Flow
+$3.54M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
64.68%
Holding
67
New
5
Increased
39
Reduced
16
Closed
2
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$553K |
| 2 |
Fidelity Total Bond ETF
FBND
|
$538K |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$400K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$352K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$328K |
Top Sells
Sector Composition
| 1 | Technology | 1.39% |
| 2 | Financials | 0.59% |
| 3 | Consumer Discretionary | 0.41% |
| 4 | Consumer Staples | 0.31% |
| 5 | Healthcare | 0% |
