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
1001
$1K ﹤0.01%
+23
1002
$1K ﹤0.01%
+15
1003
$1K ﹤0.01%
+97
1004
$1K ﹤0.01%
+38
1005
$1K ﹤0.01%
+17
1006
$1K ﹤0.01%
+12
1007
$1K ﹤0.01%
+15
1008
$1K ﹤0.01%
+7
1009
$1K ﹤0.01%
+7
1010
$1K ﹤0.01%
+6
1011
$1K ﹤0.01%
+27
1012
$1K ﹤0.01%
+30
1013
$1K ﹤0.01%
+41
1014
$1K ﹤0.01%
+150
1015
$1K ﹤0.01%
+20
1016
$1K ﹤0.01%
+6
1017
$1K ﹤0.01%
+37
1018
$1K ﹤0.01%
+13
1019
$1K ﹤0.01%
+26
1020
$1K ﹤0.01%
+8
1021
$1K ﹤0.01%
+56
1022
$1K ﹤0.01%
+8
1023
$1K ﹤0.01%
+27
1024
$1K ﹤0.01%
+19
1025
$1K ﹤0.01%
+6
39 40
41
42 43