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
$49.5M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.3M
3
+$1.56M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$941K

Top Sells

1
+$11.4M
2
+$4.04M
3
+$2.72M
4
CRTO icon
Criteo
CRTO
+$2.28M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.66M

Sector Composition

1 Financials 12.1%
2 Consumer Discretionary 5.24%
3 Industrials 4.23%
4 Real Estate 2.97%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$477K 0.96%
12,114
+20
27
$469K 0.95%
51,189
+5,700
28
$466K 0.94%
4,610
29
$459K 0.93%
63,533
-12,914
30
$457K 0.92%
3,530
-3,310
31
$450K 0.91%
+18,000
32
$447K 0.9%
18,486
+2,053
33
$436K 0.88%
+1,879
34
$428K 0.86%
8,294
+284
35
$428K 0.86%
1,483
-1,262
36
$425K 0.86%
9,007
-1,893
37
$424K 0.86%
+15,681
38
$416K 0.84%
11,373
-2,052
39
$407K 0.82%
+7,773
40
$404K 0.82%
30,040
+11,612
41
$396K 0.8%
14,917
+1,067
42
$384K 0.78%
44,707
-4,182
43
$381K 0.77%
+2,081
44
$367K 0.74%
+5,064
45
$360K 0.73%
9,256
-5,905
46
$355K 0.72%
+6,041
47
$350K 0.71%
5,653
-3,347
48
$343K 0.69%
17,827
-5,214
49
$336K 0.68%
1,047
-1,085
50
$335K 0.68%
2,159
-3,140
1
2
3 4 5