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
76
$70.3K 0.11%
268
-100
77
$67.6K 0.11%
878
78
$65.5K 0.1%
64
79
$62.5K 0.1%
3,279
+559
80
$61.9K 0.1%
500
-200
81
$59.5K 0.09%
196
82
$58.6K 0.09%
115
83
$56.4K 0.09%
745
84
$54.4K 0.09%
698
85
$53.3K 0.08%
138
86
$52.8K 0.08%
459
-300
87
$52.8K 0.08%
2,612
-1,289
88
$50.8K 0.08%
580
89
$47.8K 0.08%
109
90
$46.2K 0.07%
51
91
$46.1K 0.07%
228
-100
92
$45K 0.07%
319
93
$43.3K 0.07%
270
94
$43K 0.07%
261
95
$43K 0.07%
129
96
$41.2K 0.06%
592
97
$39.5K 0.06%
645
98
$38.3K 0.06%
268
99
$37.4K 0.06%
74
100
$36.5K 0.06%
43
2 3
4
5 6