RWA

Redmont Wealth Advisors Portfolio holdings

AUM $66M
1-Year Est. Return 13.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$826K
3
+$782K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$663K
5
RVRB icon
Reverb ETF
RVRB
+$528K

Top Sells

1
+$349K
2
+$324K
3
+$322K
4
RELL icon
Richardson Electronics
RELL
+$259K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$222K

Sector Composition

1 Financials 15.26%
2 Industrials 6.91%
3 Consumer Discretionary 4.7%
4 Technology 2.79%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$347K 0.51%
8,427
52
$330K 0.48%
7,924
-812
53
$327K 0.48%
11,108
+503
54
$313K 0.46%
2,052
+116
55
$303K 0.44%
+1,720
56
$283K 0.42%
2,284
+2,283
57
$276K 0.4%
3,328
58
$242K 0.36%
8,462
+1
59
$240K 0.35%
4,281
60
$239K 0.35%
10,862
61
$229K 0.34%
+10,000
62
$229K 0.34%
22,490
+144
63
$212K 0.31%
8,918
+4,389
64
$188K 0.28%
+914
65
$165K 0.24%
13,054
66
$159K 0.23%
1,347
67
$147K 0.22%
2,581
-890
68
$146K 0.21%
1,497
69
$138K 0.2%
454
70
$118K 0.17%
2,790
-170
71
$112K 0.16%
152
+132
72
$101K 0.15%
1,589
+827
73
$97.7K 0.14%
+124
74
$97.2K 0.14%
173
+145
75
$95.8K 0.14%
6,682
1 2
3
4 5