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
951
$1K ﹤0.01%
+13
952
$1K ﹤0.01%
+3
953
$1K ﹤0.01%
+260
954
$1K ﹤0.01%
+3
955
$1K ﹤0.01%
+200
956
$1K ﹤0.01%
+47
957
$1K ﹤0.01%
+5
958
$1K ﹤0.01%
+7
959
$1K ﹤0.01%
+43
960
$1K ﹤0.01%
+76
961
$1K ﹤0.01%
+28
962
$1K ﹤0.01%
+114
963
$1K ﹤0.01%
+11
964
$1K ﹤0.01%
+5
965
$1K ﹤0.01%
+5
966
$1K ﹤0.01%
+14
967
$1K ﹤0.01%
+12
968
$1K ﹤0.01%
+18
969
$1K ﹤0.01%
+8
970
$1K ﹤0.01%
+4
971
$1K ﹤0.01%
+6
972
$1K ﹤0.01%
+187
973
$1K ﹤0.01%
+49
974
$1K ﹤0.01%
+96
975
$1K ﹤0.01%
+6
37 38
39
40 41