RPWA
Regent Peak Wealth Advisors Portfolio holdings
AUM
$424M
1-Year Return
10.43%
This Quarter Return
+4.39%
1 Year Return
+10.43%
3 Year Return
+32.13%
5 Year Return
+129.28%
10 Year Return
–
AUM
$304M
AUM Growth
+$4.26M
(+1.4%)
Cap. Flow
-$7.19M
Cap. Flow
% of AUM
-2.36%
Top 10 Holdings %
Top 10 Hldgs %
49.69%
Holding
1,169
New
1
Increased
107
Reduced
37
Closed
1,012
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.84M |
| 2 |
iShares Gold Trust
IAU
|
+$2.26M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.22M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.02M |
| 5 |
Abbott
ABT
|
+$1.5M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$2.02M |
| 2 |
JPMorgan Chase
JPM
|
+$1.54M |
| 3 |
Oracle
ORCL
|
+$1.31M |
| 4 |
Accenture
ACN
|
+$940K |
| 5 |
Vanguard Growth ETF
VUG
|
+$582K |
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Healthcare | 5.55% |
| 3 | Consumer Discretionary | 5.39% |
| 4 | Financials | 5.38% |
| 5 | Industrials | 5.36% |
