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
51
$346K 0.54%
24,027
52
$337K 0.52%
2,081
53
$333K 0.52%
3,695
54
$317K 0.49%
3,303
55
$304K 0.47%
7,288
56
$304K 0.47%
6,058
57
$297K 0.46%
3,543
58
$293K 0.45%
2,410
59
$293K 0.45%
9,208
60
$271K 0.42%
1,637
61
$245K 0.38%
11,713
62
$221K 0.34%
4,281
63
$220K 0.34%
2,284
64
$213K 0.33%
914
-1,414
65
$211K 0.33%
7,358
66
$175K 0.27%
3,723
-345
67
$175K 0.27%
+13,054
68
$135K 0.21%
1,170
69
$95K 0.15%
6,488
70
$88.5K 0.14%
171
71
$87K 0.13%
152
72
$85.4K 0.13%
173
73
$77K 0.12%
124
74
$73.7K 0.11%
268
75
$73.6K 0.11%
878
1 2
3
4 5