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
51
$348K 0.48%
2,500
52
$329K 0.46%
2,081
-78
53
$314K 0.43%
8,427
54
$307K 0.42%
7,284
+216
55
$286K 0.4%
3,695
+5
56
$286K 0.4%
5,691
-1,411
57
$281K 0.39%
3,493
-24,125
58
$279K 0.39%
2,284
-1,803
59
$278K 0.39%
9,208
60
$271K 0.37%
12,998
-29
61
$247K 0.34%
1,637
-2
62
$240K 0.33%
8,439
-13
63
$229K 0.32%
16,040
+333
64
$223K 0.31%
4,310
65
$218K 0.3%
+2,410
66
$217K 0.3%
4,255
67
$201K 0.28%
+4,281
68
$151K 0.21%
3,000
-19,363
69
$119K 0.17%
+8,938
70
$113K 0.16%
+1,170
71
$103K 0.14%
+368
72
$92.4K 0.13%
+700
73
$88.2K 0.12%
+759
74
$86.3K 0.12%
+171
75
$83.3K 0.12%
+173
1 2
3
4 5