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
451
$20K 0.01%
+314
452
$20K 0.01%
+575
453
$20K 0.01%
+857
454
$20K 0.01%
+396
455
$20K 0.01%
+187
456
$20K 0.01%
+486
457
$19K 0.01%
+525
458
$19K 0.01%
+486
459
$19K 0.01%
+190
460
$19K 0.01%
+408
461
$19K 0.01%
+562
462
$19K 0.01%
+393
463
$19K 0.01%
+75
464
$18K 0.01%
+797
465
$18K 0.01%
+139
466
$18K 0.01%
+227
467
$18K 0.01%
+154
468
$18K 0.01%
+111
469
$18K 0.01%
+306
470
$18K 0.01%
+187
471
$18K 0.01%
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472
$18K 0.01%
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473
$18K 0.01%
+158
474
$18K 0.01%
+659
475
$17K 0.01%
+461
17 18
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