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
276
$4.11K 0.01%
+20
277
$4.09K 0.01%
+15
278
$4.06K 0.01%
+58
279
$3.98K 0.01%
+147
280
$3.95K 0.01%
+20
281
$3.9K 0.01%
+53
282
$3.89K 0.01%
+64
283
$3.89K 0.01%
+87
284
$3.86K 0.01%
+20
285
$3.75K 0.01%
+15
286
$3.75K 0.01%
+71
287
$3.71K 0.01%
+15
288
$3.69K 0.01%
+266
289
$3.67K 0.01%
+25
290
$3.64K 0.01%
+112
291
$3.59K 0.01%
+10
292
$3.55K ﹤0.01%
+37
293
$3.54K ﹤0.01%
+39
294
$3.48K ﹤0.01%
+40
295
$3.47K ﹤0.01%
+10
296
$3.45K ﹤0.01%
+15
297
$3.37K ﹤0.01%
+113
298
$3.34K ﹤0.01%
+7
299
$3.23K ﹤0.01%
+56
300
$3.15K ﹤0.01%
+1
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