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
$68.2M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$826K
3
+$782K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$663K
5
RVRB icon
Reverb ETF
RVRB
+$528K

Top Sells

1
+$349K
2
+$324K
3
+$322K
4
RELL icon
Richardson Electronics
RELL
+$259K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$222K

Sector Composition

1 Financials 15.26%
2 Industrials 6.91%
3 Consumer Discretionary 4.7%
4 Technology 2.79%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46.3K 0.07%
1,457
-35
102
$45.9K 0.07%
553
-256
103
$43.6K 0.06%
252
+61
104
$42.6K 0.06%
43
+28
105
$41.8K 0.06%
143
+43
106
$41.6K 0.06%
261
+215
107
$40.2K 0.06%
+300
108
$39.8K 0.06%
+231
109
$39.8K 0.06%
+51
110
$39.2K 0.06%
221
+161
111
$39K 0.06%
297
112
$38.8K 0.06%
+620
113
$38K 0.06%
453
114
$37.8K 0.06%
106
+39
115
$35.9K 0.05%
+115
116
$35.4K 0.05%
260
117
$34.7K 0.05%
+65
118
$32.7K 0.05%
358
+126
119
$32.4K 0.05%
+458
120
$32K 0.05%
+430
121
$30.9K 0.05%
+120
122
$29.8K 0.04%
+2,173
123
$29.4K 0.04%
191
+145
124
$28.2K 0.04%
+288
125
$27.8K 0.04%
+187
3 4
5
6 7