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
76
$69.3K 0.11%
196
77
$67.2K 0.1%
115
78
$65.8K 0.1%
3,279
79
$62K 0.1%
138
80
$60.7K 0.09%
2,612
81
$59.1K 0.09%
745
82
$56.8K 0.09%
500
83
$55.7K 0.09%
580
84
$55K 0.09%
848
-7,846
85
$54.4K 0.08%
698
86
$54.4K 0.08%
319
87
$53.8K 0.08%
459
88
$53.3K 0.08%
64
89
$52K 0.08%
109
90
$50.5K 0.08%
129
91
$48.1K 0.07%
228
92
$46.8K 0.07%
74
93
$46.6K 0.07%
270
94
$45.2K 0.07%
261
95
$45.2K 0.07%
51
96
$43.8K 0.07%
166
+99
97
$43.5K 0.07%
143
98
$41.9K 0.06%
645
99
$41.5K 0.06%
231
100
$38.5K 0.06%
1,427
+340
2 3
4
5 6