RPWA
Regent Peak Wealth Advisors Portfolio holdings
AUM
$424M
This Quarter Return
+16.9%
1 Year Return
+10.43%
3 Year Return
+32.13%
5 Year Return
+129.28%
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
(+23%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
6.44%
Top 10 Holdings %
Top 10 Hldgs %
51.94%
Holding
126
New
16
Increased
62
Reduced
36
Closed
6
Top Buys
| 1 |
Exxon Mobil
XOM
|
$1.26M |
| 2 |
Deere & Co
DE
|
$1.26M |
| 3 |
RTX Corp
RTX
|
$1.23M |
| 4 |
Goldman Sachs
GS
|
$1.17M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$987K |
Top Sells
| 1 |
Unilever
UL
|
$976K |
| 2 |
Infosys
INFY
|
$880K |
| 3 |
Franklin Resources
BEN
|
$711K |
| 4 |
RTN
Raytheon Company
RTN
|
$678K |
| 5 |
Allstate
ALL
|
$539K |
Sector Composition
| 1 | Technology | 11.24% |
| 2 | Industrials | 5.36% |
| 3 | Utilities | 5.25% |
| 4 | Financials | 5.02% |
| 5 | Consumer Discretionary | 4.87% |