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
251
$5.18K 0.01%
+67
252
$5.09K 0.01%
+5
253
$5.08K 0.01%
+88
254
$4.99K 0.01%
+39
255
$4.93K 0.01%
+103
256
$4.93K 0.01%
+299
257
$4.9K 0.01%
+75
258
$4.81K 0.01%
+47
259
$4.8K 0.01%
+102
260
$4.75K 0.01%
+20
261
$4.69K 0.01%
+22
262
$4.64K 0.01%
+48
263
$4.62K 0.01%
+171
264
$4.58K 0.01%
+37
265
$4.58K 0.01%
+180
266
$4.55K 0.01%
+23
267
$4.43K 0.01%
+44
268
$4.42K 0.01%
+15
269
$4.41K 0.01%
+648
270
$4.35K 0.01%
+22
271
$4.35K 0.01%
+15
272
$4.33K 0.01%
+217
273
$4.3K 0.01%
+46
274
$4.25K 0.01%
+10
275
$4.18K 0.01%
+8
9 10
11
12 13