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
$49.5M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.3M
3
+$1.54M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.41M
5
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$980K

Top Sells

1
+$11.4M
2
+$4.04M
3
+$2.72M
4
CRTO icon
Criteo
CRTO
+$2.28M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.68M

Sector Composition

1 Financials 12.1%
2 Consumer Discretionary 5.24%
3 Industrials 4.23%
4 Real Estate 2.97%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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116
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117
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-7,899
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5