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
176
-4,321
177
-2,653
178
-3,806
179
-21,348
180
-909