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
76
$55.8K 0.11%
+1,492
77
$55.6K 0.11%
+127
78
$54.4K 0.11%
145
-938
79
$48.4K 0.09%
+187
80
$45.5K 0.09%
+762
81
$42.4K 0.08%
+1,617
82
$38.3K 0.07%
+297
83
$34.8K 0.07%
+219
84
$34.5K 0.07%
+260
85
$34K 0.07%
+453
86
$33K 0.06%
+100
87
$32.4K 0.06%
+105
88
$31.2K 0.06%
+100
89
$28.8K 0.06%
+56
90
$28K 0.05%
+191
91
$27.3K 0.05%
+195
92
$23.5K 0.05%
+198
93
$20.9K 0.04%
+1,861
94
$19.9K 0.04%
+222
95
$18.2K 0.04%
+67
96
$18.2K 0.04%
+232
97
$18K 0.04%
+19
98
$17.8K 0.03%
+173
99
$16.9K 0.03%
+69
100
$15.3K 0.03%
+28
2 3
4
5 6