RWA

Redmont Wealth Advisors Portfolio holdings

AUM $51.3M
1-Year Est. Return 5.28%
This Quarter Est. Return
1 Year Est. Return
+5.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.6M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$592K
2
+$527K
3
+$525K
4
PBI icon
Pitney Bowes
PBI
+$519K
5
FSTR icon
Foster
FSTR
+$516K

Top Sells

1
+$894K
2
+$603K
3
+$531K
4
SCHW icon
Charles Schwab
SCHW
+$509K
5
F icon
Ford
F
+$484K

Sector Composition

1 Financials 14.89%
2 Industrials 5.95%
3 Consumer Discretionary 4.62%
4 Technology 3.55%
5 Communication Services 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.12K 0.01%
73
227
$6.11K 0.01%
25
228
$6.07K 0.01%
648
229
$6K 0.01%
1,176
230
$5.93K 0.01%
67
231
$5.89K 0.01%
46
232
$5.88K 0.01%
103
233
$5.86K 0.01%
43
234
$5.86K 0.01%
71
235
$5.84K 0.01%
14
236
$5.83K 0.01%
10
237
$5.82K 0.01%
75
238
$5.82K 0.01%
90
239
$5.79K 0.01%
+169
240
$5.76K 0.01%
100
241
$5.75K 0.01%
44
242
$5.73K 0.01%
88
243
$5.72K 0.01%
23
244
$5.63K 0.01%
25
245
$5.52K 0.01%
174
246
$5.52K 0.01%
48
247
$5.49K 0.01%
75
248
$5.43K 0.01%
299
249
$5.32K 0.01%
10
250
$5.29K 0.01%
23
8 9
10
11 12