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
76
$80.6K 0.11%
+124
77
$79.5K 0.11%
+3,800
78
$76.7K 0.11%
+3,901
79
$73.8K 0.1%
+152
80
$68.5K 0.09%
+243
81
$67.9K 0.09%
+196
82
$66.5K 0.09%
+1,524
83
$66.4K 0.09%
+1,120
84
$65.7K 0.09%
328
-848
85
$62.1K 0.09%
+64
86
$60.1K 0.08%
+878
87
$57.1K 0.08%
+745
88
$56.9K 0.08%
+115
89
$53.6K 0.07%
+2,720
90
$50.6K 0.07%
+109
91
$49K 0.07%
+138
92
$47.3K 0.07%
+698
93
$47.3K 0.07%
+129
94
$46.5K 0.06%
+858
95
$43.9K 0.06%
+313
96
$42.3K 0.06%
+261
97
$42.1K 0.06%
+546
98
$42.1K 0.06%
+229
99
$42K 0.06%
+580
100
$42K 0.06%
+592
2 3
4
5 6