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
51
$272K 0.53%
3,328
-215
52
$248K 0.48%
4,937
-1,051
53
$241K 0.47%
10,862
-851
54
$238K 0.46%
8,461
+1,102
55
$235K 0.46%
+22,346
56
$213K 0.41%
4,281
57
$170K 0.33%
+3,471
58
$168K 0.33%
13,054
59
$164K 0.32%
+1,347
60
$162K 0.31%
2,993
-14,015
61
$143K 0.28%
+1,497
62
$138K 0.27%
+1,480
63
$131K 0.25%
+454
64
$124K 0.24%
3,801
-8,019
65
$106K 0.21%
+4,529
66
$105K 0.2%
1,848
-48,693
67
$98K 0.19%
+6,682
68
$97.2K 0.19%
+4,341
69
$76K 0.15%
503
-1,315
70
$73.3K 0.14%
+5,138
71
$62.5K 0.12%
+2,612
72
$60.4K 0.12%
+1,006
73
$59.7K 0.12%
+809
74
$59.6K 0.12%
+2,937
75
$57.2K 0.11%
+745
1 2
3
4 5