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
176
$10.3K 0.02%
128
177
$10K 0.02%
60
178
$9.81K 0.02%
1
179
$9.57K 0.01%
125
-77
180
$9.47K 0.01%
105
181
$9.46K 0.01%
56
182
$9.43K 0.01%
50
183
$9.41K 0.01%
6
184
$8.94K 0.01%
10
185
$8.84K 0.01%
44
186
$8.84K 0.01%
55
-132
187
$8.73K 0.01%
36
188
$8.65K 0.01%
2,771
189
$8.63K 0.01%
34
190
$8.54K 0.01%
21
191
$8.42K 0.01%
2
-1
192
$8.38K 0.01%
135
193
$8.32K 0.01%
16
194
$8.27K 0.01%
110
195
$8.2K 0.01%
50
196
$8.17K 0.01%
78
197
$8.15K 0.01%
50
198
$8.1K 0.01%
10
199
$7.96K 0.01%
63
200
$7.95K 0.01%
430
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