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
51
$389K 0.42%
+7,000
52
$388K 0.42%
+3,997
53
$385K 0.41%
+15,525
54
$370K 0.4%
+1,000
55
$368K 0.39%
+15,155
56
$359K 0.38%
+27,604
57
$358K 0.38%
+2,000
58
$357K 0.38%
+6,740
59
$355K 0.38%
+685
60
$337K 0.36%
+7,781
61
$333K 0.36%
+10,000
62
$321K 0.34%
+2,290
63
$321K 0.34%
+5,230
64
$317K 0.34%
+15,300
65
$303K 0.32%
+1,172
66
$299K 0.32%
+1,000
67
$290K 0.31%
+2,279
68
$283K 0.3%
+21,764
69
$283K 0.3%
+5,000
70
$283K 0.3%
+7,589
71
$274K 0.29%
+2,000
72
$273K 0.29%
+14,876
73
$268K 0.29%
+3,080
74
$267K 0.29%
+3,000
75
$267K 0.29%
+2,520
1 2
3
4 5