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
$90.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.81M
3
+$5.46M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.53M
5
WEC icon
WEC Energy
WEC
+$4.18M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.24%
2 Consumer Discretionary 5.33%
3 Technology 5.23%
4 Utilities 5.17%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$820K 0.88%
+6,351
27
$783K 0.84%
+15,065
28
$740K 0.79%
+2,200
29
$734K 0.79%
+2,975
30
$712K 0.76%
+16,360
31
$678K 0.73%
+36,000
32
$672K 0.72%
+4,000
33
$660K 0.71%
+2,890
34
$656K 0.7%
+13,425
35
$644K 0.69%
+10,000
36
$633K 0.68%
+2,800
37
$594K 0.64%
+9,000
38
$590K 0.63%
+3,435
39
$583K 0.62%
+3,765
40
$571K 0.61%
+4,217
41
$515K 0.55%
+6,000
42
$515K 0.55%
+4,430
43
$514K 0.55%
+1,500
44
$480K 0.51%
+3,030
45
$460K 0.49%
+2,760
46
$458K 0.49%
+500
47
$445K 0.48%
+3,440
48
$409K 0.44%
+2,500
49
$404K 0.43%
+136,610
50
$402K 0.43%
+15,000
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