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
$90.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.81M
3
+$5.46M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.53M
5
WEC icon
WEC Energy
WEC
+$4.18M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.24%
2 Consumer Discretionary 5.33%
3 Technology 5.23%
4 Utilities 5.17%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 12.96%
+92,900
2
$8.81M 9.42%
+54,109
3
$5.46M 5.84%
+24,544
4
$4.53M 4.85%
+55,751
5
$4.18M 4.47%
+43,046
6
$2.29M 2.45%
+58,160
7
$2.13M 2.28%
+12,016
8
$2.07M 2.21%
+12,454
9
$1.94M 2.08%
+6,659
10
$1.45M 1.55%
+10,000
11
$1.35M 1.44%
+5,300
12
$1.26M 1.35%
+17,250
13
$1.24M 1.32%
+2,600
14
$1.16M 1.24%
+12,000
15
$1.02M 1.09%
+9,075
16
$1M 1.07%
+32,710
17
$902K 0.97%
+9,724
18
$901K 0.96%
+2
19
$897K 0.96%
+16,170
20
$886K 0.95%
+6,290
21
$867K 0.93%
+12,240
22
$865K 0.93%
+2,173
23
$860K 0.92%
+8,130
24
$853K 0.91%
+4,986
25
$829K 0.89%
+3,000
1
2 3 4 5