RPWA

Regent Peak Wealth Advisors Portfolio holdings

AUM $499M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,168
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.42M
3
+$1.41M
4
INFY icon
Infosys
INFY
+$1.36M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M

Top Sells

1
+$2.09M
2
+$1.17M
3
+$1.17M
4
CVS icon
CVS Health
CVS
+$1.12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$252K

Sector Composition

1 Technology 13.35%
2 Financials 6.18%
3 Healthcare 6.12%
4 Consumer Discretionary 5.6%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$36K 0.01%
+227
352
$36K 0.01%
+116
353
$36K 0.01%
+716
354
$35K 0.01%
+665
355
$35K 0.01%
+206
356
$35K 0.01%
+660
357
$34K 0.01%
+957
358
$34K 0.01%
+370
359
$34K 0.01%
+729
360
$34K 0.01%
+358
361
$34K 0.01%
+567
362
$34K 0.01%
+480
363
$34K 0.01%
+79
364
$34K 0.01%
+164
365
$34K 0.01%
+471
366
$33K 0.01%
+1,084
367
$33K 0.01%
+445
368
$33K 0.01%
+1,422
369
$33K 0.01%
+355
370
$32K 0.01%
+139
371
$32K 0.01%
+326
372
$32K 0.01%
+1,719
373
$31K 0.01%
+1,240
374
$31K 0.01%
+203
375
$31K 0.01%
+614
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