RWA

Redmont Wealth Advisors Portfolio holdings

AUM $66M
1-Year Est. Return 13.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.09%
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
+$551K
2
+$542K
3
+$525K
4
FSTR icon
Foster
FSTR
+$514K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$506K

Top Sells

1
+$894K
2
+$603K
3
+$531K
4
SCHW icon
Charles Schwab
SCHW
+$515K
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
– –
-1,791
327
– –
-143
328
– –
-87
329
– –
-112
330
– –
-13,828
331
– –
-1
332
– –
-20
333
– –
-45
334
– –
-1,972
335
– –
-71
336
– –
-38,587
337
– –
-400
338
– –
-17
339
– –
-10
340
– –
-463
341
– –
-7
342
– –
-310
343
– –
-24
344
– –
-10
345
– –
-113
346
– –
-8
347
– –
-21
348
– –
-3,084
10 11 12 13
14