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
251
$4.91K 0.01%
+15
252
$4.8K 0.01%
+15
253
$4.67K 0.01%
+39
254
$4.66K 0.01%
20
255
$4.62K 0.01%
58
256
$4.51K 0.01%
+35
257
$4.42K 0.01%
+102
258
$4.42K 0.01%
20
259
$4.4K 0.01%
+64
260
$4.3K 0.01%
+171
261
$4.1K 0.01%
155
+2
262
$4.01K 0.01%
148
263
$4.01K 0.01%
+15
264
$3.91K 0.01%
+39
265
$3.91K 0.01%
+15
266
$3.9K 0.01%
+24
267
$3.81K 0.01%
37
268
$3.67K 0.01%
+7
269
$3.66K 0.01%
10
-95
270
$3.65K 0.01%
24
271
$3.52K 0.01%
+37
272
$3.49K 0.01%
55
273
$3.43K 0.01%
128
274
$3.41K 0.01%
+15
275
$3.4K 0.01%
50
9 10
11
12 13