RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$51.3M
This Quarter Return
+7.11%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$72.2M
AUM Growth
+$72.2M
(+5.2%)
Cap. Flow
-$65.7K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
46.02%
Holding
325
New
256
Increased
25
Reduced
30
Closed
3
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.45M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.05M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$843K |
| 4 |
SLM Corp
SLM
|
$748K |
| 5 |
MasterCraft Boat Holdings
MCFT
|
$740K |
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.94M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$1.46M |
| 3 |
Apple
AAPL
|
$1.39M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.19M |
| 5 |
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% |
