RWA

Redmont Wealth Advisors Portfolio holdings

AUM $66M
1-Year Est. Return 13.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$826K
3
+$782K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$663K
5
RVRB icon
Reverb ETF
RVRB
+$528K

Top Sells

1
+$349K
2
+$324K
3
+$322K
4
RELL icon
Richardson Electronics
RELL
+$259K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$222K

Sector Composition

1 Financials 15.26%
2 Industrials 6.91%
3 Consumer Discretionary 4.7%
4 Technology 2.79%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.45K 0.01%
+50
227
$6.42K 0.01%
75
+60
228
$6.28K 0.01%
+23
229
$6.06K 0.01%
169
230
$6K 0.01%
+12
231
$6K 0.01%
+25
232
$5.86K 0.01%
+22
233
$5.85K 0.01%
+44
234
$5.85K 0.01%
73
-52
235
$5.83K 0.01%
+65
236
$5.81K 0.01%
48
237
$5.77K 0.01%
+10
238
$5.71K 0.01%
+71
239
$5.69K 0.01%
590
-28,459
240
$5.62K 0.01%
+100
241
$5.57K 0.01%
+10
242
$5.53K 0.01%
+90
243
$5.47K 0.01%
23
244
$5.36K 0.01%
+10
245
$5.29K 0.01%
71
246
$5.27K 0.01%
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247
$5.2K 0.01%
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248
$5.14K 0.01%
+179
249
$5.1K 0.01%
56
250
$5.02K 0.01%
+174
8 9
10
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