RWA
Redmont Wealth Advisors Portfolio holdings
AUM $51.3M
This Quarter Return
-1.05%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$51.3M
AUM Growth
-$6.54M (-11%)
Cap. Flow
-$5.35M
Cap. Flow % of AUM
-10.43%
Top 10 Holdings %Top 10 Hldgs %
56.7%
Holding
184
New
119
Increased
9
Reduced
36
Closed
6
Top Buys
| 1 | $1.54M | |
| 2 | $576K | |
| 3 | $576K | |
| 4 | $355K | |
| 5 | $343K |
Top Sells
| 1 | $2.76M | |
| 2 | $756K | |
| 3 | $733K | |
| 4 | $580K | |
| 5 | $538K |
Sector Composition
| 1 | Financials | 14.94% |
| 2 | Industrials | 5.26% |
| 3 | Consumer Discretionary | 4.14% |
| 4 | Communication Services | 1.75% |
| 5 | Consumer Staples | 1.75% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $272K | 0.53% | 3,328 -215 | -6% | -$17.6K | |||
| $248K | 0.48% | 4,937 -1,051 | -18% | -$52.9K | |||
| $241K | 0.47% | 10,862 -851 | -7% | -$18.9K | |||
| $238K | 0.46% | 8,461 +1,102 | +15% | +$31K | |||
| $235K | 0.46% | +22,346 | New | +$235K | |||
| $213K | 0.41% | 4,281 | – | – | |||
| $170K | 0.33% | +3,471 | New | +$170K | |||
| $168K | 0.33% | 13,054 | – | – | |||
| $164K | 0.32% | +1,347 | New | +$164K | |||
| $162K | 0.31% | 2,993 -14,015 | -82% | -$756K | |||
| $143K | 0.28% | +1,497 | New | +$143K | |||
| $138K | 0.27% | +1,480 | New | +$138K | |||
| $131K | 0.25% | +454 | New | +$131K | |||
| $124K | 0.24% | 3,801 -8,019 | -68% | -$262K | |||
| $106K | 0.21% | +4,529 | New | +$106K | |||
| $105K | 0.2% | 1,848 -48,693 | -96% | -$2.76M | |||
| $98K | 0.19% | +6,682 | New | +$98K | |||
| $97.2K | 0.19% | +4,341 | New | +$97.2K | |||
| $76K | 0.15% | 503 -1,315 | -72% | -$199K | |||
| $73.3K | 0.14% | +5,138 | New | +$73.3K | |||
| $62.5K | 0.12% | +2,612 | New | +$62.5K | |||
| $60.4K | 0.12% | +1,006 | New | +$60.4K | |||
| $59.7K | 0.12% | +809 | New | +$59.7K | |||
| $59.7K | 0.12% | +2,937 | New | +$59.7K | |||
| $57.2K | 0.11% | +745 | New | +$57.2K |
