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
$368M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$7.87M
2 +$1.85M
3 +$1.52M
4
AMGN icon
Amgen
AMGN
+$1.35M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$850K

Top Sells

1 +$8.73M
2 +$6.9M
3 +$5.96M
4
MDT icon
Medtronic
MDT
+$1.59M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$892K

Sector Composition

1 Technology 15.96%
2 Consumer Discretionary 5.8%
3 Healthcare 5.57%
4 Industrials 4.87%
5 Financials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,004