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
76
$95.2K 0.14%
268
+251
77
$94.3K 0.14%
+878
78
$85.9K 0.13%
3,607
-734
79
$79.5K 0.12%
5,138
80
$74.4K 0.11%
+270
81
$69.7K 0.1%
319
+124
82
$67.9K 0.1%
430
-73
83
$66.2K 0.1%
+171
84
$66.1K 0.1%
228
+159
85
$62.4K 0.09%
1,065
+59
86
$61.6K 0.09%
338
+119
87
$61.1K 0.09%
2,612
88
$59.3K 0.09%
+580
89
$58.6K 0.09%
+196
90
$58K 0.09%
138
+11
91
$57.6K 0.08%
745
92
$55.3K 0.08%
2,937
93
$52.3K 0.08%
187
94
$51.7K 0.08%
+74
95
$51.3K 0.08%
+64
96
$51.1K 0.08%
+109
97
$50.1K 0.07%
129
+29
98
$49.5K 0.07%
1,686
+69
99
$49.5K 0.07%
459
+261
100
$48.8K 0.07%
+698
2 3
4
5 6