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
301
$1.98K ﹤0.01%
19
302
$1.27K ﹤0.01%
22
303
$1.13K ﹤0.01%
13
304
$1.06K ﹤0.01%
2
305
$1.01K ﹤0.01%
112
306
$870 ﹤0.01%
17
307
$806 ﹤0.01%
15
308
$718 ﹤0.01%
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$586 ﹤0.01%
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$187 ﹤0.01%
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$153 ﹤0.01%
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$72 ﹤0.01%
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$60 ﹤0.01%
3
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-1,972
325
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10 11 12
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