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
426
$24K 0.01%
+6
427
$24K 0.01%
+272
428
$24K 0.01%
+59
429
$24K 0.01%
+579
430
$23K 0.01%
+196
431
$23K 0.01%
+391
432
$23K 0.01%
+446
433
$23K 0.01%
+1,826
434
$23K 0.01%
+1,146
435
$23K 0.01%
+162
436
$23K 0.01%
+426
437
$22K 0.01%
+210
438
$22K 0.01%
+1,886
439
$22K 0.01%
+696
440
$22K 0.01%
+368
441
$22K 0.01%
+201
442
$22K 0.01%
+95
443
$22K 0.01%
+631
444
$21K 0.01%
+204
445
$21K 0.01%
+858
446
$21K 0.01%
+139
447
$21K 0.01%
+859
448
$21K 0.01%
+573
449
$20K 0.01%
+567
450
$20K 0.01%
+152
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