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
951
$1K ﹤0.01%
+33
952
$1K ﹤0.01%
+6
953
$1K ﹤0.01%
+106
954
$1K ﹤0.01%
+18
955
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+11
956
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+42
957
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+43
958
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+7
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+89
960
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961
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962
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+134
963
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964
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965
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+35
966
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+6
967
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968
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+51
969
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+13
970
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+26
971
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972
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+13
973
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+3
974
$1K ﹤0.01%
+260
975
$1K ﹤0.01%
+13