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
276
$4.08K 0.01%
217
277
$3.89K 0.01%
15
278
$3.89K 0.01%
20
279
$3.84K 0.01%
147
280
$3.81K 0.01%
71
281
$3.81K 0.01%
37
282
$3.74K 0.01%
10
283
$3.73K 0.01%
15
284
$3.72K 0.01%
64
285
$3.67K 0.01%
58
286
$3.64K 0.01%
20
287
$3.63K 0.01%
53
288
$3.63K 0.01%
25
289
$3.54K 0.01%
20
290
$3.51K 0.01%
15
291
$3.49K 0.01%
39
292
$3.48K 0.01%
22
293
$3.45K 0.01%
87
294
$3.35K 0.01%
56
295
$3.24K 0.01%
113
296
$3.18K 0.01%
37
297
$3.14K ﹤0.01%
7
298
$3.09K ﹤0.01%
8
299
$3.05K ﹤0.01%
15
300
$2.96K ﹤0.01%
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