RWA

Redmont Wealth Advisors Portfolio holdings

AUM $71.8M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.3M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$576K
3
+$576K
4
CHRD icon
Chord Energy
CHRD
+$355K
5
NCLH icon
Norwegian Cruise Line
NCLH
+$343K

Top Sells

1
+$2.76M
2
+$756K
3
+$733K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$580K
5
RVRB icon
Reverb ETF
RVRB
+$538K

Sector Composition

1 Financials 14.94%
2 Industrials 5.26%
3 Consumer Discretionary 4.14%
4 Communication Services 1.75%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.2K 0.03%
+15
102
$12.1K 0.02%
+198
103
$11.5K 0.02%
+20
104
$11.3K 0.02%
+41
105
$9.8K 0.02%
+180
106
$9.41K 0.02%
+22
107
$9.39K 0.02%
+148
108
$9.37K 0.02%
+60
109
$9.21K 0.02%
+2
110
$9.12K 0.02%
+125
111
$8.46K 0.02%
+28
112
$8.4K 0.02%
+430
113
$8.08K 0.02%
+219
114
$7.84K 0.02%
+46
115
$7.78K 0.02%
+170
116
$7.75K 0.02%
+79
117
$7.58K 0.01%
+252
118
$7.15K 0.01%
+54
119
$7.11K 0.01%
+46
120
$6.95K 0.01%
+25
121
$6.89K 0.01%
+135
122
$6.85K 0.01%
+111
123
$6.08K 0.01%
+43
124
$6.04K 0.01%
+2,649
125
$5.96K 0.01%
+17
3 4
5
6 7