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
$72.2M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.05M
3
+$843K
4
SLM icon
SLM Corp
SLM
+$748K
5
MCFT icon
MasterCraft Boat Holdings
MCFT
+$740K

Top Sells

1
+$1.94M
2
+$1.46M
3
+$1.39M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.19M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$977K

Sector Composition

1 Financials 15.96%
2 Consumer Discretionary 9.54%
3 Industrials 5.21%
4 Technology 3.63%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41.1K 0.06%
+74
102
$40.6K 0.06%
+814
103
$40.1K 0.06%
+319
104
$39.9K 0.06%
+645
105
$39.7K 0.06%
+51
106
$39.4K 0.05%
+388
107
$36.9K 0.05%
+231
108
$36.6K 0.05%
+201
109
$35.8K 0.05%
+270
110
$35.1K 0.05%
+211
111
$34.4K 0.05%
+268
112
$33.8K 0.05%
+592
113
$33.1K 0.05%
+106
114
$32K 0.04%
+300
115
$31.5K 0.04%
+1,951
116
$31.5K 0.04%
+43
117
$31.4K 0.04%
+1,714
118
$31.3K 0.04%
331
-6,928
119
$30.7K 0.04%
+50
120
$30K 0.04%
+120
121
$29.6K 0.04%
+260
122
$28.5K 0.04%
+65
123
$28.5K 0.04%
+500
124
$28.4K 0.04%
+174
125
$28K 0.04%
+458
3 4
5
6 7