RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$51.3M
This Quarter Return
+6.39%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$90.3M
AUM Growth
–
Cap. Flow
+$90.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.79%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Cboe Global Markets
CBOE
|
$12.1M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.81M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$5.46M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.53M |
| 5 |
WEC Energy
WEC
|
$4.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 20.24% |
| 2 | Consumer Discretionary | 5.33% |
| 3 | Technology | 5.23% |
| 4 | Utilities | 5.17% |
| 5 | Healthcare | 5.14% |
