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
$437M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$5.28M
2 +$4.15M
3 +$4.01M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.68M
5
NVO icon
Novo Nordisk
NVO
+$2.3M

Top Sells

1 +$3.52M
2 +$2.15M
3 +$1.97M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.89M
5
SR icon
Spire
SR
+$1.88M

Sector Composition

1 Technology 20.24%
2 Industrials 8.81%
3 Consumer Discretionary 6.73%
4 Financials 5.31%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$217K 0.05%
3,668
-496
152
$216K 0.05%
1,026
+46
153
$214K 0.05%
+2,113
154
$214K 0.05%
1,173
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155
$212K 0.05%
1,716
+65
156
$212K 0.05%
+356
157
$212K 0.05%
+1,922
158
$210K 0.05%
+1,576
159
$208K 0.05%
2,475
-267
160
$206K 0.05%
1,353
-42
161
$205K 0.05%
1,180
-56
162
$204K 0.05%
+4,189
163
$202K 0.05%
761
164
-1,500
165
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167
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168
-618
169
-2,502
170
-1,106
171
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172
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173
-3,649
174
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175
-17,598