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
$63.6M
AUM Growth
-$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$350K
3
+$296K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$130K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$40K

Top Sells

1
+$1.15M
2
+$684K
3
+$443K
4
RVRB icon
Reverb ETF
RVRB
+$428K
5
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$413K

Sector Composition

1 Financials 16.6%
2 Consumer Discretionary 6.93%
3 Industrials 4.72%
4 Technology 4.35%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.4K 0.06%
143
-100
102
$35.2K 0.06%
+297
103
$34.6K 0.05%
+110
104
$34.4K 0.05%
231
105
$33.2K 0.05%
106
106
$32.2K 0.05%
706
-818
107
$31K 0.05%
620
-500
108
$30.6K 0.05%
211
109
$30K 0.05%
120
110
$29.7K 0.05%
126
111
$29.2K 0.05%
458
112
$28.4K 0.04%
+1,103
113
$27.8K 0.04%
65
114
$27.6K 0.04%
+1,087
115
$27.1K 0.04%
50
116
$27K 0.04%
260
117
$25.6K 0.04%
187
118
$25.2K 0.04%
87
119
$25.2K 0.04%
32
120
$25K 0.04%
274
-57
121
$24.9K 0.04%
+264
122
$24.6K 0.04%
174
123
$23.5K 0.04%
2,173
124
$23.2K 0.04%
430
125
$22.5K 0.04%
72
3 4
5
6 7