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
$63.6M
AUM Growth
-$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$350K
3
+$296K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$130K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$40K

Top Sells

1
+$1.15M
2
+$684K
3
+$443K
4
RVRB icon
Reverb ETF
RVRB
+$428K
5
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$413K

Sector Composition

1 Financials 16.6%
2 Consumer Discretionary 6.93%
3 Industrials 4.72%
4 Technology 4.35%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$607K 0.95%
8,384
-2,796
27
$603K 0.95%
1,972
-541
28
$602K 0.95%
18,862
-12,926
29
$599K 0.94%
12,612
-3,012
30
$579K 0.91%
22,354
-5,443
31
$560K 0.88%
13,650
-4,109
32
$555K 0.87%
+45,816
33
$546K 0.86%
19,184
-15,040
34
$541K 0.85%
45,504
-12,087
35
$531K 0.83%
34,690
-14,269
36
$519K 0.82%
37,875
-7,698
37
$490K 0.77%
2,328
-200
38
$484K 0.76%
38,587
-9,904
39
$482K 0.76%
12,216
-3,177
40
$479K 0.75%
7,759
-2,121
41
$477K 0.75%
25,248
-5,932
42
$470K 0.74%
6,461
43
$453K 0.71%
12,925
-2,472
44
$448K 0.7%
18,000
45
$429K 0.67%
6,287
46
$410K 0.64%
2,021
+197
47
$396K 0.62%
3,341
48
$384K 0.6%
11,373
49
$382K 0.6%
9,256
50
$350K 0.55%
+12,148
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