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 | |
|---|---|---|---|---|---|---|---|
| $14.2K | 0.03% | +15 | New | +$14.2K | |||
| $12.1K | 0.02% | +198 | New | +$12.1K | |||
| $11.5K | 0.02% | +20 | New | +$11.5K | |||
| $11.3K | 0.02% | +41 | New | +$11.3K | |||
| $9.81K | 0.02% | +180 | New | +$9.81K | |||
| $9.41K | 0.02% | +22 | New | +$9.41K | |||
| $9.4K | 0.02% | +148 | New | +$9.4K | |||
| $9.37K | 0.02% | +60 | New | +$9.37K | |||
| $9.21K | 0.02% | +2 | New | +$9.21K | |||
| $9.12K | 0.02% | +125 | New | +$9.12K | |||
| $8.46K | 0.02% | +28 | New | +$8.46K | |||
| $8.4K | 0.02% | +430 | New | +$8.4K | |||
| $8.08K | 0.02% | +219 | New | +$8.08K | |||
| $7.84K | 0.02% | +46 | New | +$7.84K | |||
| $7.78K | 0.02% | +170 | New | +$7.78K | |||
| $7.75K | 0.02% | +79 | New | +$7.75K | |||
| $7.59K | 0.01% | +252 | New | +$7.59K | |||
| $7.15K | 0.01% | +54 | New | +$7.15K | |||
| $7.11K | 0.01% | +46 | New | +$7.11K | |||
| $6.95K | 0.01% | +25 | New | +$6.95K | |||
| $6.89K | 0.01% | +135 | New | +$6.89K | |||
| $6.85K | 0.01% | +111 | New | +$6.85K | |||
| $6.08K | 0.01% | +43 | New | +$6.08K | |||
| $6.04K | 0.01% | +2,649 | New | +$6.04K | |||
| $5.96K | 0.01% | +17 | New | +$5.96K |
