RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$51.3M
This Quarter Return
+1.24%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$49.5M
AUM Growth
+$49.5M
(-42%)
Cap. Flow
-$36.3M
Cap. Flow
% of AUM
-73.26%
Top 10 Holdings %
Top 10 Hldgs %
55.91%
Holding
117
New
11
Increased
20
Reduced
26
Closed
57
Top Buys
Top Sells
| 1 |
Cboe Global Markets
CBOE
|
$11.4M |
| 2 |
WEC Energy
WEC
|
$4.04M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.72M |
| 4 |
Criteo
CRTO
|
$2.28M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.66M |
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% |
