RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$51.3M
This Quarter Return
-0.8%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$57.9M
AUM Growth
-$6.74M
(-10%)
Cap. Flow
-$5.88M
Cap. Flow
% of AUM
-10.16%
Top 10 Holdings %
Top 10 Hldgs %
53.9%
Holding
322
New
–
Increased
22
Reduced
20
Closed
257
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 15.35% |
| 2 | Industrials | 6.3% |
| 3 | Consumer Discretionary | 4.82% |
| 4 | Communication Services | 3.23% |
| 5 | Technology | 2.79% |
