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
1001
$1K ﹤0.01%
+7
1002
$1K ﹤0.01%
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1003
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1004
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1005
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1006
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1007
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1008
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1009
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1010
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1011
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1015
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1016
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1020
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1021
$1K ﹤0.01%
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1022
$1K ﹤0.01%
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1023
$1K ﹤0.01%
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1024
$1K ﹤0.01%
+6
1025
$1K ﹤0.01%
+50