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
301
$3.04K ﹤0.01%
+37
302
$2.86K ﹤0.01%
+2,649
303
$2.7K ﹤0.01%
+43
304
$2.61K ﹤0.01%
+45
305
$2.6K ﹤0.01%
+17
306
$2.55K ﹤0.01%
+29
307
$2.39K ﹤0.01%
+86
308
$2.28K ﹤0.01%
+63
309
$2.23K ﹤0.01%
+400
310
$1.94K ﹤0.01%
+20
311
$1.89K ﹤0.01%
+19
312
$1.08K ﹤0.01%
+22
313
$964 ﹤0.01%
+2
314
$917 ﹤0.01%
+112
315
$806 ﹤0.01%
+17
316
$423 ﹤0.01%
+10
317
$401 ﹤0.01%
+21
318
$67 ﹤0.01%
+3
319
$57 ﹤0.01%
+1
320
– –
0
321
– –
-520
322
– –
-9,831
323
– –
-21,480
324
– –
0
325
$0 ﹤0.01%
+5
9 10 11 12
13