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
251
$5.01K 0.01%
73
252
$4.99K 0.01%
75
253
$4.98K 0.01%
71
254
$4.96K 0.01%
67
255
$4.96K 0.01%
102
256
$4.93K 0.01%
35
257
$4.91K 0.01%
39
258
$4.88K 0.01%
171
259
$4.87K 0.01%
10
260
$4.82K 0.01%
10
261
$4.8K 0.01%
22
262
$4.8K 0.01%
46
263
$4.72K 0.01%
100
264
$4.63K 0.01%
44
265
$4.59K 0.01%
92
-500
266
$4.58K 0.01%
148
267
$4.51K 0.01%
5
268
$4.5K 0.01%
15
269
$4.5K 0.01%
47
270
$4.46K 0.01%
10
271
$4.37K 0.01%
112
272
$4.29K 0.01%
+70
273
$4.27K 0.01%
20
274
$4.24K 0.01%
24
275
$4.15K 0.01%
15
9 10
11
12 13