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
126
$27.7K 0.04%
+200
127
$27K 0.04%
+500
128
$26.8K 0.04%
+800
129
$26.7K 0.04%
+32
130
$26.5K 0.04%
+200
131
$26K 0.04%
+126
132
$25.7K 0.04%
+187
133
$24.8K 0.03%
+430
134
$24.6K 0.03%
+87
135
$24.5K 0.03%
+400
136
$23.8K 0.03%
+1,200
137
$23K 0.03%
+60
138
$22.8K 0.03%
+162
139
$22.7K 0.03%
+173
140
$22.7K 0.03%
+191
141
$22.5K 0.03%
+519
142
$22.2K 0.03%
+2,173
143
$22.1K 0.03%
+1,861
144
$21.4K 0.03%
+64
145
$21.2K 0.03%
+130
146
$20.5K 0.03%
+72
147
$20.3K 0.03%
+129
148
$19.5K 0.03%
+164
149
$19.1K 0.03%
+109
150
$18.5K 0.03%
+320
4 5
6
7 8