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
401
$28K 0.01%
+71
402
$27K 0.01%
+330
403
$27K 0.01%
+312
404
$27K 0.01%
+344
405
$27K 0.01%
+288
406
$27K 0.01%
+189
407
$26K 0.01%
+211
408
$26K 0.01%
+134
409
$26K 0.01%
+612
410
$26K 0.01%
+510
411
$26K 0.01%
+270
412
$26K 0.01%
+345
413
$26K 0.01%
+404
414
$26K 0.01%
+78
415
$25K 0.01%
+486
416
$24K 0.01%
+311
417
$24K 0.01%
+724
418
$24K 0.01%
+386
419
$24K 0.01%
+269
420
$24K 0.01%
+735
421
$24K 0.01%
+251
422
$24K 0.01%
+47
423
$24K 0.01%
+217
424
$24K 0.01%
+565
425
$24K 0.01%
+147
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