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
126
$22.3K 0.04%
191
127
$21.9K 0.03%
129
-100
128
$21.9K 0.03%
162
129
$21.5K 0.03%
1,861
130
$21.4K 0.03%
173
131
$20.7K 0.03%
60
132
$20.3K 0.03%
519
133
$20.2K 0.03%
30
134
$20.2K 0.03%
129
135
$20K 0.03%
45
136
$19.5K 0.03%
288
137
$19K 0.03%
320
138
$18.8K 0.03%
64
139
$18.6K 0.03%
258
140
$18.3K 0.03%
205
141
$18.1K 0.03%
170
142
$18K 0.03%
109
143
$17.7K 0.03%
175
144
$17.7K 0.03%
164
145
$17.4K 0.03%
147
146
$17.3K 0.03%
101
-100
147
$16.9K 0.03%
85
148
$16.2K 0.03%
+67
149
$16.1K 0.03%
605
150
$15.1K 0.02%
37
4 5
6
7 8