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
26
$804K 1.11%
15,624
+25
27
$792K 1.1%
48,959
+3,751
28
$781K 1.08%
2,513
+6
29
$766K 1.06%
10,595
+552
30
$765K 1.06%
32,017
+3,989
31
$756K 1.05%
15,397
+1,948
32
$748K 1.04%
+34,345
33
$740K 1.02%
+31,180
34
$712K 0.99%
14,093
-103
35
$684K 0.95%
30,745
+1,942
36
$667K 0.92%
9,880
+685
37
$644K 0.89%
48,491
+159
38
$624K 0.86%
1,483
-129
39
$608K 0.84%
45,573
+776
40
$601K 0.83%
15,393
+614
41
$583K 0.81%
+38,356
42
$530K 0.73%
57,591
+2,590
43
$466K 0.65%
6,461
44
$450K 0.62%
18,000
45
$449K 0.62%
6,287
+225
46
$434K 0.6%
2,528
-8,134
47
$404K 0.56%
3,341
-4,286
48
$395K 0.55%
11,373
49
$388K 0.54%
9,256
50
$384K 0.53%
1,824
-1,259
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