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 | |
|---|---|---|---|---|---|---|---|
| $2.79K | 0.01% | 63 | New | +$2.79K | |||
| $2.77K | 0.01% | 42 | New | +$2.77K | |||
| $2.76K | 0.01% | 68 | New | +$2.76K | |||
| $2.68K | 0.01% | 6 | New | +$2.68K | |||
| $2.43K | 0% | 40 | New | +$2.43K | |||
| $2.41K | 0% | 38 | New | +$2.41K | |||
| $2.39K | 0% | 43 | New | +$2.39K | |||
| $1.96K | 0% | 19 | New | +$1.96K | |||
| $1.88K | 0% | 7 | New | +$1.88K | |||
| $1.66K | 0% | 20 | New | +$1.66K | |||
| $1.3K | 0% | 15 | New | +$1.3K | |||
| $1.23K | 0% | 22 | New | +$1.23K | |||
| $986 | 0% | 112 | New | +$986 | |||
| $725 | 0% | 15 | New | +$725 | |||
| $679 | 0% | 15 | New | +$679 | |||
| $665 | 0% | 3 | New | +$665 | |||
| $645 | 0% | 17 | New | +$645 | |||
| $544 | 0% | 8 | New | +$544 | |||
| $543 | 0% | 17 | New | +$543 | |||
| $508 | 0% | 10 | New | +$508 | |||
| $479 | 0% | 15 | New | +$479 | |||
| $437 | 0% | 18 | New | +$437 | |||
| $425 | 0% | 20 | New | +$425 | |||
| $99 | 0% | 1 -2,283 | -100% | -$226K | |||
| $61 | 0% | 1 | New | +$61 |
