RPWA

Regent Peak Wealth Advisors Portfolio holdings

AUM $507M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$80.8M
2 +$38.1M
3 +$24.7M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$23.5M
5
BND icon
Vanguard Total Bond Market
BND
+$23.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.3%
2 Consumer Discretionary 6.74%
3 Financials 5.62%
4 Communication Services 3.41%
5 Industrials 2.73%