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
$63.6M
AUM Growth
-$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$350K
3
+$296K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$130K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$40K

Top Sells

1
+$1.15M
2
+$684K
3
+$443K
4
RVRB icon
Reverb ETF
RVRB
+$428K
5
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$413K

Sector Composition

1 Financials 16.6%
2 Consumer Discretionary 6.93%
3 Industrials 4.72%
4 Technology 4.35%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.26K 0.01%
100
227
$6.14K 0.01%
612
228
$6.04K 0.01%
75
229
$6K 0.01%
90
230
$5.93K 0.01%
88
231
$5.9K 0.01%
10
232
$5.88K 0.01%
43
233
$5.73K 0.01%
24
234
$5.63K 0.01%
25
235
$5.61K 0.01%
174
236
$5.59K 0.01%
25
237
$5.57K 0.01%
75
238
$5.56K 0.01%
23
239
$5.5K 0.01%
180
240
$5.45K 0.01%
1,176
241
$5.42K 0.01%
54
242
$5.33K 0.01%
50
243
$5.29K 0.01%
30
-100
244
$5.25K 0.01%
23
245
$5.23K 0.01%
14
246
$5.23K 0.01%
12
247
$5.2K 0.01%
648
248
$5.13K 0.01%
299
249
$5.11K 0.01%
48
250
$5.01K 0.01%
103
8 9
10
11 12