RPWA
Regent Peak Wealth Advisors Portfolio holdings
AUM
$424M
1-Year Return
10.43%
This Quarter Return
+11.8%
1 Year Return
+10.43%
3 Year Return
+32.13%
5 Year Return
+129.28%
10 Year Return
–
AUM
$300M
AUM Growth
+$65M
(+28%)
Cap. Flow
+$40.4M
Cap. Flow
% of AUM
13.46%
Top 10 Holdings %
Top 10 Hldgs %
46.26%
Holding
1,168
New
1,038
Increased
92
Reduced
26
Closed
–
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$1.46M |
| 2 |
General Dynamics
GD
|
$1.42M |
| 3 |
Accenture
ACN
|
$1.41M |
| 4 |
Infosys
INFY
|
$1.36M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.25M |
Top Sells
| 1 |
Deere & Co
DE
|
$2.09M |
| 2 |
Exxon Mobil
XOM
|
$1.17M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.17M |
| 4 |
CVS Health
CVS
|
$1.12M |
| 5 |
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% |
