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
526
$13K ﹤0.01%
+841
527
$13K ﹤0.01%
+674
528
$13K ﹤0.01%
+120
529
$13K ﹤0.01%
+408
530
$13K ﹤0.01%
+313
531
$13K ﹤0.01%
+1,950
532
$13K ﹤0.01%
+149
533
$12K ﹤0.01%
+92
534
$12K ﹤0.01%
+252
535
$12K ﹤0.01%
+196
536
$12K ﹤0.01%
+134
537
$12K ﹤0.01%
+267
538
$12K ﹤0.01%
+39
539
$12K ﹤0.01%
+206
540
$12K ﹤0.01%
+50
541
$12K ﹤0.01%
+188
542
$11K ﹤0.01%
+71
543
$11K ﹤0.01%
+125
544
$11K ﹤0.01%
+421
545
$11K ﹤0.01%
+92
546
$11K ﹤0.01%
+61
547
$11K ﹤0.01%
+96
548
$11K ﹤0.01%
+230
549
$11K ﹤0.01%
+445
550
$11K ﹤0.01%
+366
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