RPWA

Regent Peak Wealth Advisors Portfolio holdings

AUM $507M
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
676
$5K ﹤0.01%
+19
677
$5K ﹤0.01%
+250
678
$5K ﹤0.01%
+39
679
$5K ﹤0.01%
+27
680
$5K ﹤0.01%
+33
681
$5K ﹤0.01%
+249
682
$5K ﹤0.01%
+24
683
$5K ﹤0.01%
+113
684
$5K ﹤0.01%
+222
685
$4K ﹤0.01%
+150
686
$4K ﹤0.01%
+31
687
$4K ﹤0.01%
+89
688
$4K ﹤0.01%
+109
689
$4K ﹤0.01%
+26
690
$4K ﹤0.01%
+251
691
$4K ﹤0.01%
+42
692
$4K ﹤0.01%
+121
693
$4K ﹤0.01%
+97
694
$4K ﹤0.01%
+113
695
$4K ﹤0.01%
+12
696
$4K ﹤0.01%
+12
697
$4K ﹤0.01%
+120
698
$4K ﹤0.01%
+33
699
$4K ﹤0.01%
+18
700
$4K ﹤0.01%
+23
26 27
28
29 30