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
126
$5.58K 0.01%
+169
127
$5.53K 0.01%
+77
128
$5.35K 0.01%
+48
129
$4.81K 0.01%
+71
130
$4.71K 0.01%
+7
131
$4.7K 0.01%
+56
132
$4.64K 0.01%
+23
133
$4.58K 0.01%
+77
134
$4.35K 0.01%
+20
135
$4.32K 0.01%
+26
136
$4.28K 0.01%
+153
137
$4.24K 0.01%
+20
138
$4.2K 0.01%
+28
139
$4K 0.01%
+58
140
$3.83K 0.01%
+37
141
$3.62K 0.01%
+148
142
$3.54K 0.01%
+13
143
$3.52K 0.01%
+24
144
$3.44K 0.01%
+15
145
$3.36K 0.01%
+128
146
$3.36K 0.01%
+148
147
$3.31K 0.01%
+47
148
$3.24K 0.01%
+55
149
$3.12K 0.01%
+40
150
$3.11K 0.01%
+50
4 5
6
7 8