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
201
$7.78K 0.01%
20
202
$7.69K 0.01%
245
203
$7.68K 0.01%
170
204
$7.63K 0.01%
252
205
$7.58K 0.01%
180
206
$7.36K 0.01%
33
207
$7.36K 0.01%
7
208
$7.34K 0.01%
380
209
$7.32K 0.01%
27
210
$7.2K 0.01%
115
211
$7.14K 0.01%
135
212
$7.11K 0.01%
50
213
$6.98K 0.01%
15
214
$6.92K 0.01%
14
215
$6.84K 0.01%
65
216
$6.82K 0.01%
540
217
$6.69K 0.01%
66
218
$6.68K 0.01%
75
219
$6.68K 0.01%
35
220
$6.64K 0.01%
24
221
$6.63K 0.01%
612
222
$6.54K 0.01%
54
223
$6.49K 0.01%
43
224
$6.34K 0.01%
12
225
$6.19K 0.01%
30
7 8
9
10 11