RWA
Redmont Wealth Advisors Portfolio holdings
AUM $51.3M
AUM
$51.3M
AUM Growth
-$6.54M (-11%)
Cap. Flow
-$3.21M
Cap. Flow % of AUM
-6.25%
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 | $380K |
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 | |
|---|---|---|---|---|---|---|---|
| $5.58K | 0.01% | 169 | New | +$5.58K | |||
| $5.53K | 0.01% | 77 | New | +$5.53K | |||
| $5.35K | 0.01% | 48 | New | +$5.35K | |||
| $4.81K | 0.01% | 71 | New | +$4.81K | |||
| $4.71K | 0.01% | 7 | New | +$4.71K | |||
| $4.7K | 0.01% | 56 | New | +$4.7K | |||
| $4.64K | 0.01% | 23 | New | +$4.64K | |||
| $4.59K | 0.01% | 77 | New | +$4.59K | |||
| $4.35K | 0.01% | 20 | New | +$4.35K | |||
| $4.32K | 0.01% | 26 | New | +$4.32K | |||
| $4.28K | 0.01% | 153 | New | +$4.28K | |||
| $4.24K | 0.01% | 20 | New | +$4.24K | |||
| $4.2K | 0.01% | 28 | New | +$4.2K | |||
| $4.01K | 0.01% | 58 | New | +$4.01K | |||
| $3.83K | 0.01% | 37 | New | +$3.83K | |||
| $3.62K | 0.01% | 148 | New | +$3.62K | |||
| $3.54K | 0.01% | 13 | New | +$3.54K | |||
| $3.53K | 0.01% | 24 | New | +$3.53K | |||
| $3.44K | 0.01% | 15 | New | +$3.44K | |||
| $3.36K | 0.01% | 128 | New | +$3.36K | |||
| $3.36K | 0.01% | 148 | New | +$3.36K | |||
| $3.31K | 0.01% | 47 | New | +$3.31K | |||
| $3.24K | 0.01% | 55 | New | +$3.24K | |||
| $3.12K | 0.01% | 40 | New | +$3.12K | |||
| $3.11K | 0.01% | 50 | New | +$3.11K |
