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
476
$17K 0.01%
+463
477
$17K 0.01%
+600
478
$17K 0.01%
+648
479
$17K 0.01%
+488
480
$17K 0.01%
+580
481
$17K 0.01%
+42
482
$17K 0.01%
+125
483
$17K 0.01%
+352
484
$17K 0.01%
+521
485
$17K 0.01%
+181
486
$17K 0.01%
+101
487
$17K 0.01%
+138
488
$17K 0.01%
+138
489
$17K 0.01%
+578
490
$16K 0.01%
+320
491
$16K 0.01%
+164
492
$16K 0.01%
+157
493
$16K 0.01%
+216
494
$16K 0.01%
+131
495
$16K 0.01%
+72
496
$16K 0.01%
+400
497
$16K 0.01%
+372
498
$15K 0.01%
+38
499
$15K 0.01%
+512
500
$15K 0.01%
+81
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