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
$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
26
$592K 0.92%
+5,118
27
$589K 0.91%
11,745
-902
28
$589K 0.91%
19,112
+6,964
29
$572K 0.89%
7,388
-371
30
$548K 0.85%
19,577
-2,777
31
$543K 0.84%
12,640
-1,010
32
$538K 0.83%
11,888
-724
33
$535K 0.83%
43,317
-2,187
34
$533K 0.82%
17,713
-1,471
35
$525K 0.81%
44,101
-1,715
36
$522K 0.81%
11,807
-1,118
37
$519K 0.8%
+72,758
38
$516K 0.8%
+25,263
39
$508K 0.79%
6,461
40
$484K 0.75%
34,795
-3,080
41
$467K 0.72%
+3,589
42
$466K 0.72%
1,083
-400
43
$464K 0.72%
11,646
-570
44
$461K 0.71%
2,088
+67
45
$455K 0.7%
18,000
46
$450K 0.7%
6,287
47
$440K 0.68%
24,153
-1,095
48
$416K 0.64%
9,256
49
$397K 0.61%
11,373
50
$361K 0.56%
8,427
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2
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