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
251
$5.27K 0.01%
92
252
$5.19K 0.01%
5
253
$5.17K 0.01%
10
254
$5.09K 0.01%
102
255
$5.07K 0.01%
22
256
$5.05K 0.01%
10
257
$4.94K 0.01%
50
258
$4.86K 0.01%
15
259
$4.79K 0.01%
39
260
$4.77K 0.01%
24
261
$4.69K 0.01%
2,649
262
$4.65K 0.01%
20
263
$4.62K 0.01%
71
264
$4.51K 0.01%
47
265
$4.33K 0.01%
171
266
$4.28K 0.01%
58
267
$4.26K 0.01%
+39
268
$4.25K 0.01%
150
+3
269
$4.24K 0.01%
64
270
$4.22K 0.01%
15
271
$4.2K 0.01%
100
272
$4.2K 0.01%
20
273
$4.13K 0.01%
20
274
$4.11K 0.01%
15
275
$4.06K 0.01%
39
9 10
11
12 13