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
126
$23.2K 0.04%
72
127
$23K 0.04%
1,861
128
$22.9K 0.04%
174
129
$22.1K 0.03%
64
130
$22.1K 0.03%
2,173
131
$22.1K 0.03%
45
132
$21.7K 0.03%
519
133
$21.3K 0.03%
30
134
$21.2K 0.03%
175
135
$20.6K 0.03%
+317
136
$20.5K 0.03%
205
137
$20K 0.03%
147
138
$19.9K 0.03%
101
139
$19.8K 0.03%
164
140
$19K 0.03%
129
141
$18.5K 0.03%
109
142
$18.5K 0.03%
358
143
$18.2K 0.03%
162
144
$18.1K 0.03%
320
145
$17.4K 0.03%
37
146
$17.3K 0.03%
111
147
$17K 0.03%
258
148
$16.7K 0.03%
58
149
$16.7K 0.03%
314
150
$15.6K 0.02%
271
4 5
6
7 8