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
76
$263K 0.28%
+1,227
77
$257K 0.28%
+1,800
78
$257K 0.28%
+54,266
79
$254K 0.27%
+1,460
80
$248K 0.27%
+4,048
81
$247K 0.26%
+3,355
82
$247K 0.26%
+2,580
83
$245K 0.26%
+2,000
84
$245K 0.26%
+1,216
85
$244K 0.26%
+4,122
86
$242K 0.26%
+9,000
87
$242K 0.26%
+4,900
88
$241K 0.26%
+1,000
89
$239K 0.26%
+2,373
90
$239K 0.26%
+15,000
91
$238K 0.25%
+8,000
92
$236K 0.25%
+3,816
93
$234K 0.25%
+4,260
94
$231K 0.25%
+5,900
95
$228K 0.24%
+2,170
96
$227K 0.24%
+6,292
97
$226K 0.24%
+1,607
98
$225K 0.24%
+1,000
99
$224K 0.24%
+905
100
$218K 0.23%
+3,624
1 2 3
4
5