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 (-11%)
Cap. Flow
-$5.35M
Cap. Flow % of AUM
-10.43%
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 | $538K |
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 | |
|---|---|---|---|---|---|---|---|
| $53 | ﹤0.01% | +3 | New | +$53 | |||
| – | – | -914 | Closed | -$229K | |||
| – | – | -6,287 | Closed | -$422K | |||
| – | – | -1,720 | Closed | -$326K | |||
| – | – | 0 | – | – | |||
| – | – | -2,410 | Closed | -$324K | |||
| – | – | -23,672 | Closed | -$304K | |||
| – | – | -17,713 | Closed | -$538K | |||
| – | – | 0 | – | – |
