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
151
$18.3K 0.03%
+147
152
$18.2K 0.03%
+30
153
$18K 0.02%
+45
154
$17.3K 0.02%
+288
155
$17.3K 0.02%
+258
156
$17.1K 0.02%
+205
157
$16.9K 0.02%
+605
158
$16.5K 0.02%
+170
159
$16.1K 0.02%
+37
160
$16K 0.02%
+175
161
$15.5K 0.02%
+57
162
$15.1K 0.02%
+202
163
$15.1K 0.02%
+50
164
$15K 0.02%
+58
165
$14.7K 0.02%
+195
166
$14.6K 0.02%
+475
167
$14.4K 0.02%
+85
168
$14.4K 0.02%
+8
169
$14.3K 0.02%
+157
170
$13.9K 0.02%
+148
171
$13.8K 0.02%
+192
172
$13.4K 0.02%
+142
173
$13.4K 0.02%
+23
174
$13.2K 0.02%
+271
175
$12.2K 0.02%
+281
5 6
7
8 9