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
$49.5M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.3M
3
+$1.56M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.42M
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$941K

Top Sells

1
+$11.4M
2
+$4.04M
3
+$2.72M
4
CRTO icon
Criteo
CRTO
+$2.28M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.66M

Sector Composition

1 Financials 12.1%
2 Consumer Discretionary 5.24%
3 Industrials 4.23%
4 Real Estate 2.97%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.22M 14.57%
49,915
-11,469
2
$3.54M 7.15%
30,220
+28,220
3
$3.39M 6.85%
44,533
+18,612
4
$2.99M 6.03%
32,762
+5,842
5
$2.96M 5.97%
21,599
-4,544
6
$2.3M 4.65%
+45,730
7
$1.8M 3.64%
22,479
+19,445
8
$1.44M 2.91%
13,684
-7,511
9
$1.1M 2.22%
35,251
+1,501
10
$941K 1.9%
+75,053
11
$765K 1.54%
24,105
+713
12
$761K 1.54%
27,162
-310
13
$750K 1.52%
7,495
+4,994
14
$710K 1.43%
8,569
-1,209
15
$646K 1.3%
3,915
-7,102
16
$621K 1.25%
15,028
+1,961
17
$605K 1.22%
3,434
-764
18
$603K 1.22%
27,904
+903
19
$594K 1.2%
47,125
+531
20
$559K 1.13%
1,809
-894
21
$546K 1.1%
2,946
-2,160
22
$530K 1.07%
16,257
-816
23
$514K 1.04%
30,854
+6,110
24
$510K 1.03%
20,865
+2,008
25
$493K 0.99%
+10,098
1
2 3 4 5