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

Top Buys

1
+$12M
2
+$8.55M
3
+$5.55M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.56M
5
WEC icon
WEC Energy
WEC
+$3.93M

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 0.91%
+6,351
27
$783K 0.87%
+15,065
28
$740K 0.82%
+2,200
29
$734K 0.81%
+2,975
30
$712K 0.79%
+16,360
31
$678K 0.75%
+36,000
32
$672K 0.74%
+4,000
33
$660K 0.73%
+2,890
34
$656K 0.73%
+13,425
35
$644K 0.71%
+10,000
36
$633K 0.7%
+2,800
37
$594K 0.66%
+9,000
38
$590K 0.65%
+3,435
39
$583K 0.65%
+3,765
40
$571K 0.63%
+4,217
41
$515K 0.57%
+6,000
42
$515K 0.57%
+4,430
43
$514K 0.57%
+1,500
44
$480K 0.53%
+3,030
45
$460K 0.51%
+2,760
46
$458K 0.51%
+500
47
$445K 0.49%
+3,440
48
$409K 0.45%
+2,500
49
$404K 0.45%
+136,610
50
$402K 0.45%
+15,000
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