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
101
$216K 0.23%
+1,034
102
$211K 0.23%
+1,010
103
$210K 0.22%
+4,969
104
$207K 0.22%
+1,000
105
$205K 0.22%
+8,000
106
$204K 0.22%
+2,000
107
$204K 0.22%
+800
108
$182K 0.19%
+15,000
109
$102K 0.11%
+10,000
110
– –
0
1 2 3 4
5