RPWA
Regent Peak Wealth Advisors Portfolio holdings
AUM
$424M
This Quarter Return
+6.62%
1 Year Return
+10.43%
3 Year Return
+32.13%
5 Year Return
+129.28%
10 Year Return
–
AUM
$358M
AUM Growth
+$358M
(+18%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
49.33%
Holding
173
New
19
Increased
91
Reduced
47
Closed
5
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.42M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.31M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.79M |
| 4 |
Accenture
ACN
|
$1.74M |
| 5 |
Oracle
ORCL
|
$1.74M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$6.91M |
| 2 |
Texas Instruments
TXN
|
$1.51M |
| 3 |
Amgen
AMGN
|
$1.44M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$539K |
| 5 |
GE Aerospace
GE
|
$309K |
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Financials | 6.14% |
| 3 | Healthcare | 5.23% |
| 4 | Consumer Discretionary | 5.21% |
| 5 | Industrials | 5.07% |
