RWA

Redmont Wealth Advisors Portfolio holdings

AUM $71.8M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
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
51
$325K 0.66%
6,603
-507
52
$288K 0.58%
14,278
-1,364
53
$272K 0.55%
7,781
54
$260K 0.53%
+7,606
55
$249K 0.5%
4,335
+25
56
$232K 0.47%
13,464
-1,589
57
$231K 0.47%
5,261
-4,839
58
$226K 0.46%
8,466
-7,894
59
$219K 0.44%
7,336
+1,078
60
$133K 0.27%
15,000
61
– –
-3,707
62
– –
-3,000
63
– –
-1,100
64
– –
-90,529
65
– –
-4,500
66
– –
-2,890
67
– –
-14,799
68
– –
-5,200
69
– –
-87,474
70
– –
-1,000
71
– –
-1,030
72
– –
-4,460
73
– –
-2,132
74
– –
-4,126
75
– –
-1,040
1 2
3
4 5