RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$71.8M
1-Year Est. Return
10.58%
1 Year Est. Return
+10.58%
AUM
$68.2M
AUM Growth
+$16.8M
(+33%)
Holding
306
Top Buys
| 1 | +$958K | |
| 2 | +$891K | |
| 3 | +$841K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$735K |
| 5 |
Reverb ETF
RVRB
|
+$573K |
Top Sells
| 1 | +$356K | |
| 2 | +$325K | |
| 3 | +$322K | |
| 4 |
Richardson Electronics
RELL
|
+$275K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$221K |
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 | |
|---|---|---|---|---|---|---|
301
Schwab US Broad Market ETF
SCHB
$38.1B
| $472 | ﹤0.01% |
20
|
|
||
302
iShares Global REIT ETF
REET
$4B
| $445 | ﹤0.01% |
18
|
|
||
303
Hasbro
HAS
$11.6B
| $74 | ﹤0.01% |
1
|
|
||
304
Resideo Technologies
REZI
$5.07B
| $66 | ﹤0.01% |
3
|
|
||
305
Butterfly Network
BFLY
$707M
| – | – |
-2,649
|
|
||
306
CION Investment
CION
$499M
| – | – |
-31,151
|
|