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
$72.2M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.05M
3
+$843K
4
SLM icon
SLM Corp
SLM
+$748K
5
MCFT icon
MasterCraft Boat Holdings
MCFT
+$740K

Top Sells

1
+$1.94M
2
+$1.46M
3
+$1.39M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.19M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$977K

Sector Composition

1 Financials 15.96%
2 Consumer Discretionary 9.54%
3 Industrials 5.21%
4 Technology 3.63%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.36K 0.01%
+540
227
$6.27K 0.01%
+15
228
$6.27K 0.01%
+10
229
$6.25K 0.01%
+43
230
$6.2K 0.01%
+90
231
$6.08K 0.01%
+25
232
$6K 0.01%
+20
233
$5.99K 0.01%
+24
234
$5.86K 0.01%
+75
235
$5.81K 0.01%
+100
236
$5.8K 0.01%
+23
237
$5.76K 0.01%
+35
238
$5.75K 0.01%
+75
239
$5.75K 0.01%
+14
240
$5.74K 0.01%
+12
241
$5.69K 0.01%
+1,176
242
$5.61K 0.01%
+10
243
$5.6K 0.01%
+170
244
$5.48K 0.01%
+100
245
$5.42K 0.01%
+50
246
$5.4K 0.01%
+10
247
$5.35K 0.01%
+73
248
$5.27K 0.01%
+54
249
$5.26K 0.01%
+24
250
$5.26K 0.01%
+71
8 9
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