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
276
$3.38K 0.01%
+100
277
$3.35K ﹤0.01%
+217
278
$3.31K ﹤0.01%
148
279
$3.19K ﹤0.01%
+25
280
$3.15K ﹤0.01%
42
281
$2.97K ﹤0.01%
+37
282
$2.85K ﹤0.01%
63
283
$2.77K ﹤0.01%
68
284
$2.72K ﹤0.01%
47
285
$2.69K ﹤0.01%
40
286
$2.69K ﹤0.01%
40
287
$2.58K ﹤0.01%
15
288
$1.88K ﹤0.01%
19
289
$1.7K ﹤0.01%
+23
290
$1.44K ﹤0.01%
20
291
$1.24K ﹤0.01%
22
292
$969 ﹤0.01%
112
293
$829 ﹤0.01%
15
294
$742 ﹤0.01%
15
295
$711 ﹤0.01%
3
296
$599 ﹤0.01%
8
297
$595 ﹤0.01%
17
298
$558 ﹤0.01%
15
299
$540 ﹤0.01%
17
300
$536 ﹤0.01%
10
9 10 11
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