RWA

Redmont Wealth Advisors Portfolio holdings

AUM $51.3M
This Quarter Return
-1.05%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$51.3M
AUM Growth
-$6.54M
Cap. Flow
-$5.35M
Cap. Flow %
-10.43%
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
$538K

Sector Composition

1Financials14.94%
2Industrials5.26%
3Consumer Discretionary4.14%
4Communication Services1.75%
5Consumer Staples1.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.79K0.01%
+63
 New
+$2.79K
$2.77K0.01%
+42
 New
+$2.77K
$2.76K0.01%
+68
 New
+$2.76K
$2.68K0.01%
+6
 New
+$2.68K
$2.43K﹤0.01%
+40
 New
+$2.43K
$2.41K﹤0.01%
+38
 New
+$2.41K
$2.39K﹤0.01%
+43
 New
+$2.39K
$1.96K﹤0.01%
+19
 New
+$1.96K
$1.88K﹤0.01%
+7
 New
+$1.88K
$1.66K﹤0.01%
+20
 New
+$1.66K
$1.3K﹤0.01%
+15
 New
+$1.3K
$1.23K﹤0.01%
+22
 New
+$1.23K
$986﹤0.01%
+112
 New
+$986
$725﹤0.01%
+15
 New
+$725
$679﹤0.01%
+15
 New
+$679
$665﹤0.01%
+3
 New
+$665
$645﹤0.01%
+17
 New
+$645
$544﹤0.01%
+8
 New
+$544
$543﹤0.01%
+17
 New
+$543
$508﹤0.01%
+10
 New
+$508
$479﹤0.01%
+15
 New
+$479
$437﹤0.01%
+18
 New
+$437
$425﹤0.01%
+20
 New
+$425
$99﹤0.01% 1
-2,283
-100%
-$226K
$61﹤0.01%
+1
 New
+$61
1 45678