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
$93.9M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$749K
2 +$389K
3 +$368K
4
LRN icon
Stride
LRN
+$333K
5
HOV icon
Hovnanian Enterprises
HOV
+$290K

Sector Composition

1 Financials 19.4%
2 Utilities 5.15%
3 Industrials 4.92%
4 Healthcare 4.9%
5 Technology 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,000
127
-800
128
-7,589