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
$369M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$8.69M
2 +$5.02M
3 +$1.87M
4
UNH icon
UnitedHealth
UNH
+$1.79M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.75M

Top Sells

1 +$4.88M
2 +$3.2M
3 +$2.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.98M
5
MDT icon
Medtronic
MDT
+$1.98M

Sector Composition

1 Technology 20.98%
2 Consumer Discretionary 7.11%
3 Industrials 6.12%
4 Healthcare 4.78%
5 Consumer Staples 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-12,374
177
-874