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
101
$38.2K 0.06%
211
102
$38.1K 0.06%
43
103
$38.1K 0.06%
297
104
$36.4K 0.06%
453
-139
105
$36K 0.06%
706
106
$35.4K 0.05%
110
107
$35.1K 0.05%
106
108
$33.4K 0.05%
120
109
$32.9K 0.05%
458
110
$32.3K 0.05%
620
111
$31.9K 0.05%
268
112
$30.5K 0.05%
65
113
$30.4K 0.05%
32
114
$29.6K 0.05%
260
115
$26.9K 0.04%
50
116
$26.5K 0.04%
191
117
$26.5K 0.04%
173
118
$26.4K 0.04%
129
119
$26.3K 0.04%
87
120
$25.8K 0.04%
264
121
$25.5K 0.04%
126
122
$25.3K 0.04%
430
123
$24.3K 0.04%
60
124
$24.1K 0.04%
274
125
$23.3K 0.04%
288
3 4
5
6 7