RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$51.3M
This Quarter Return
+7.26%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$64.6M
AUM Growth
+$64.6M
(+1.6%)
Cap. Flow
-$3M
Cap. Flow
% of AUM
-4.64%
Top 10 Holdings %
Top 10 Hldgs %
48.6%
Holding
348
New
9
Increased
9
Reduced
39
Closed
27
Top Buys
| 1 |
Brink's
BCO
|
$592K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$527K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$525K |
| 4 |
Pitney Bowes
PBI
|
$519K |
| 5 |
Foster
FSTR
|
$516K |
Top Sells
| 1 |
WIRE
Encore Wire Corp
WIRE
|
$894K |
| 2 |
ESGR
Enstar Group
ESGR
|
$603K |
| 3 |
Topgolf Callaway Brands
MODG
|
$531K |
| 4 |
Charles Schwab
SCHW
|
$509K |
| 5 |
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% |
