RW
Regimen Wealth Portfolio holdings
AUM
$322M
This Quarter Return
-2.47%
1 Year Return
+7.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$306M
AUM Growth
+$306M
(-0.94%)
Cap. Flow
+$37.4M
Cap. Flow
% of AUM
12.23%
Top 10 Holdings %
Top 10 Hldgs %
65%
Holding
70
New
5
Increased
37
Reduced
19
Closed
6
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$19M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$10.6M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$2.07M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.73M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.51M |
Top Sells
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Financials | 0.61% |
| 3 | Consumer Discretionary | 0.47% |
| 4 | Consumer Staples | 0.29% |
| 5 | Healthcare | 0.1% |
