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
1
$7.95M 12.3%
44,352
-2,494
2
$4.7M 7.27%
44,023
+2,072
3
$4.2M 6.5%
126,359
-386
4
$3.05M 4.71%
5,308
-778
5
$3.03M 4.69%
38,183
6
$2.71M 4.2%
48,332
-2,920
7
$1.91M 2.95%
14,111
8
$1.74M 2.69%
68,658
-2,526
9
$1.1M 1.7%
13,695
10
$1.03M 1.6%
2,115
-34
11
$956K 1.48%
16,647
12
$954K 1.48%
7,440
+4,099
13
$937K 1.45%
15,230
-3,899
14
$934K 1.45%
2,030
-208
15
$836K 1.29%
53,955
-2,408
16
$810K 1.25%
15,960
+10,381
17
$792K 1.23%
2,410
-316
18
$785K 1.22%
34,345
19
$779K 1.2%
10,933
-485
20
$739K 1.14%
12,110
-800
21
$723K 1.12%
25,118
-2,590
22
$712K 1.1%
7,506
-878
23
$627K 0.97%
55,967
-10,836
24
$616K 0.95%
18,862
25
$615K 0.95%
3,688
-1,313
1
2 3 4 5