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
51
$348K 0.55%
24,027
-14,329
52
$308K 0.48%
8,427
53
$305K 0.48%
3,695
54
$305K 0.48%
6,058
+367
55
$305K 0.48%
7,288
+4
56
$304K 0.48%
2,081
57
$298K 0.47%
1,637
58
$298K 0.47%
2,410
59
$296K 0.47%
+3,303
60
$286K 0.45%
1,791
-709
61
$283K 0.45%
3,543
+50
62
$282K 0.44%
5,579
+2,579
63
$273K 0.43%
9,208
64
$244K 0.38%
11,713
-1,285
65
$227K 0.36%
2,284
66
$208K 0.33%
7,358
-1,081
67
$207K 0.33%
4,281
68
$202K 0.32%
13,828
-2,212
69
$197K 0.31%
4,068
-187
70
$117K 0.18%
1,170
71
$95K 0.15%
171
72
$91.2K 0.14%
6,488
-2,450
73
$81.5K 0.13%
124
74
$76.6K 0.12%
152
75
$76.3K 0.12%
173
1 2
3
4 5