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
$180M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$3.88M
3 +$2.22M
4
SR icon
Spire
SR
+$1.62M
5
KMPR icon
Kemper
KMPR
+$1.08M

Top Sells

1 +$19.4M
2 +$4.99M
3 +$1.45M
4
CVS icon
CVS Health
CVS
+$824K
5
VUG icon
Vanguard Growth ETF
VUG
+$724K

Sector Composition

1 Technology 10.05%
2 Utilities 6.68%
3 Healthcare 5.37%
4 Financials 4.6%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,016
127
-12,849
128
-1,584
129
-5,700
130
-8,180
131
-3,270