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
151
$15.3K 0.02%
157
152
$15.3K 0.02%
235
153
$15K 0.02%
195
154
$14.8K 0.02%
142
155
$14.7K 0.02%
57
156
$14.7K 0.02%
475
157
$14.5K 0.02%
605
158
$14.5K 0.02%
85
159
$14.2K 0.02%
23
160
$14K 0.02%
24
161
$13.9K 0.02%
170
162
$13.7K 0.02%
50
163
$13.3K 0.02%
281
164
$13.1K 0.02%
148
165
$13.1K 0.02%
57
166
$12.7K 0.02%
47
167
$12.7K 0.02%
123
168
$12.2K 0.02%
45
169
$11.7K 0.02%
53
170
$11.7K 0.02%
164
171
$11.6K 0.02%
41
172
$10.8K 0.02%
14
173
$10.8K 0.02%
30
174
$10.5K 0.02%
53
175
$10.3K 0.02%
88
5 6
7
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