RWA

Redmont Wealth Advisors Portfolio holdings

AUM $71.8M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
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
326
– –
-87
327
– –
-112
328
– –
-113
329
– –
-8
330
– –
-3,084
331
– –
-1
332
– –
-38,587
333
– –
-400
334
– –
-17
335
– –
-10
336
– –
-463
337
– –
-7
338
– –
-310
339
– –
-24
340
– –
-10
341
– –
-34,690
342
– –
-22
343
– –
-86
344
– –
-1,791
345
– –
-12
346
$0 ﹤0.01%
5
347
– –
-21
348
– –
-13,828
10 11 12 13
14