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
776
$3K ﹤0.01%
+17
777
$3K ﹤0.01%
+45
778
$3K ﹤0.01%
+36
779
$3K ﹤0.01%
+33
780
$3K ﹤0.01%
+18
781
$3K ﹤0.01%
+7
782
$3K ﹤0.01%
+212
783
$3K ﹤0.01%
+83
784
$3K ﹤0.01%
+14
785
$3K ﹤0.01%
+28
786
$3K ﹤0.01%
+41
787
$3K ﹤0.01%
+85
788
$3K ﹤0.01%
+37
789
$3K ﹤0.01%
+62
790
$3K ﹤0.01%
+38
791
$3K ﹤0.01%
+64
792
$3K ﹤0.01%
+25
793
$3K ﹤0.01%
+233
794
$3K ﹤0.01%
+365
795
$2K ﹤0.01%
+168
796
$2K ﹤0.01%
+3
797
$2K ﹤0.01%
+11
798
$2K ﹤0.01%
+26
799
$2K ﹤0.01%
+54
800
$2K ﹤0.01%
+215
30 31
32
33 34