RWA

Redmont Wealth Advisors Portfolio holdings

AUM $71.8M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.3M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$576K
3
+$576K
4
CHRD icon
Chord Energy
CHRD
+$355K
5
NCLH icon
Norwegian Cruise Line
NCLH
+$343K

Top Sells

1
+$2.76M
2
+$756K
3
+$733K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$580K
5
RVRB icon
Reverb ETF
RVRB
+$538K

Sector Composition

1 Financials 14.94%
2 Industrials 5.26%
3 Consumer Discretionary 4.14%
4 Communication Services 1.75%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$450K 0.88%
3,491
+150
27
$449K 0.88%
5,314
-2,271
28
$436K 0.85%
11,373
29
$419K 0.82%
2,100
30
$415K 0.81%
9,545
-2,952
31
$410K 0.8%
20,815
-4,448
32
$403K 0.79%
860
-1,237
33
$389K 0.76%
9,055
+785
34
$384K 0.75%
7,587
+2,348
35
$384K 0.75%
12,870
-5,744
36
$359K 0.7%
8,736
+1,341
37
$355K 0.69%
+3,150
38
$350K 0.68%
4,063
-1,064
39
$345K 0.67%
7,137
-4,755
40
$343K 0.67%
+18,081
41
$330K 0.64%
8,427
42
$324K 0.63%
29,049
-14,238
43
$322K 0.63%
31,151
-12,950
44
$321K 0.63%
1,936
-116
45
$318K 0.62%
+14,721
46
$318K 0.62%
4,864
-2,530
47
$306K 0.6%
7,390
48
$299K 0.58%
10,605
-8,222
49
$290K 0.56%
16,844
-7,309
50
$290K 0.56%
7,238
-4,412
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