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
126
$27.4K 0.04%
+50
127
$27.4K 0.04%
346
+124
128
$27.3K 0.04%
48
-8
129
$26.9K 0.04%
535
-4,402
130
$25.9K 0.04%
+173
131
$25.6K 0.04%
320
+243
132
$25.4K 0.04%
87
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133
$24.5K 0.04%
+45
134
$23.7K 0.03%
+120
135
$23.1K 0.03%
+126
136
$22.8K 0.03%
+64
137
$22.6K 0.03%
+204
138
$22K 0.03%
+60
139
$21.8K 0.03%
314
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140
$20.8K 0.03%
+174
141
$20.7K 0.03%
1,861
142
$20K 0.03%
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143
$19.9K 0.03%
19
144
$18.7K 0.03%
+101
145
$18.5K 0.03%
519
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146
$18.5K 0.03%
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147
$18.5K 0.03%
+129
148
$18.2K 0.03%
+258
149
$18.2K 0.03%
37
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150
$18.1K 0.03%
+205
4 5
6
7 8