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
276
$4.02K 0.01%
56
277
$3.99K 0.01%
148
-955
278
$3.85K 0.01%
53
279
$3.76K 0.01%
25
280
$3.76K 0.01%
15
281
$3.74K 0.01%
217
282
$3.69K 0.01%
+128
283
$3.65K 0.01%
37
284
$3.62K 0.01%
15
285
$3.56K 0.01%
37
286
$3.51K 0.01%
15
287
$3.47K 0.01%
148
288
$3.32K 0.01%
14
-50
289
$3.32K 0.01%
50
-20
290
$3.28K 0.01%
24
291
$3.28K 0.01%
37
292
$3.16K ﹤0.01%
55
293
$3.11K ﹤0.01%
8
294
$3.1K ﹤0.01%
40
295
$2.9K ﹤0.01%
42
296
$2.77K ﹤0.01%
68
297
$2.57K ﹤0.01%
43
298
$2.56K ﹤0.01%
63
299
$2.52K ﹤0.01%
40
300
$2.07K ﹤0.01%
20
10 11
12
13 14