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
$394M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$4.44M
3 +$1.97M
4
NKE icon
Nike
NKE
+$1.69M
5
TSLA icon
Tesla
TSLA
+$936K

Top Sells

1 +$5.94M
2 +$1.97M
3 +$1.52M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.17M
5
NVDA icon
NVIDIA
NVDA
+$611K

Sector Composition

1 Technology 20.63%
2 Consumer Discretionary 7.18%
3 Industrials 5.32%
4 Consumer Staples 4.56%
5 Financials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-12,985
177
-464
178
-2,194
179
-6,278
180
-1,056