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 | |
|---|---|---|---|---|---|---|---|
| $55.8K | 0.11% | +1,492 | New | +$55.8K | |||
| $55.6K | 0.11% | +127 | New | +$55.6K | |||
| $54.4K | 0.11% | 145 -938 | -87% | -$352K | |||
| $48.4K | 0.09% | +187 | New | +$48.4K | |||
| $45.5K | 0.09% | +762 | New | +$45.5K | |||
| $42.4K | 0.08% | +1,617 | New | +$42.4K | |||
| $38.3K | 0.07% | +297 | New | +$38.3K | |||
| $34.8K | 0.07% | +219 | New | +$34.8K | |||
| $34.5K | 0.07% | +260 | New | +$34.5K | |||
| $34K | 0.07% | +453 | New | +$34K | |||
| $33K | 0.06% | +100 | New | +$33K | |||
| $32.4K | 0.06% | +105 | New | +$32.4K | |||
| $31.2K | 0.06% | +100 | New | +$31.2K | |||
| $28.8K | 0.06% | +56 | New | +$28.8K | |||
| $28K | 0.05% | +191 | New | +$28K | |||
| $27.3K | 0.05% | +195 | New | +$27.3K | |||
| $23.5K | 0.05% | +198 | New | +$23.5K | |||
| $20.9K | 0.04% | +1,861 | New | +$20.9K | |||
| $19.9K | 0.04% | +222 | New | +$19.9K | |||
| $18.2K | 0.04% | +67 | New | +$18.2K | |||
| $18.2K | 0.04% | +232 | New | +$18.2K | |||
| $18K | 0.04% | +19 | New | +$18K | |||
| $17.8K | 0.03% | +173 | New | +$17.8K | |||
| $16.9K | 0.03% | +69 | New | +$16.9K | |||
| $15.3K | 0.03% | +28 | New | +$15.3K |
