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
151
$14.9K 0.02%
314
-500
152
$14.9K 0.02%
358
-500
153
$14.8K 0.02%
58
154
$14.8K 0.02%
+111
155
$14.7K 0.02%
57
156
$14.6K 0.02%
202
157
$14.5K 0.02%
8
158
$14K 0.02%
475
159
$14K 0.02%
+64
160
$13.8K 0.02%
142
161
$13.7K 0.02%
195
162
$13.7K 0.02%
310
-4,000
163
$13.1K 0.02%
271
164
$12.9K 0.02%
235
165
$12.9K 0.02%
281
166
$12.9K 0.02%
50
167
$12.7K 0.02%
23
168
$12.2K 0.02%
157
169
$11.9K 0.02%
3
170
$11.5K 0.02%
14
171
$11.5K 0.02%
57
172
$11.2K 0.02%
24
173
$11.2K 0.02%
148
174
$11K 0.02%
60
175
$11K 0.02%
123
5 6
7
8 9