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
151
$2.79K 0.01%
+63
152
$2.77K 0.01%
+42
153
$2.76K 0.01%
+68
154
$2.68K 0.01%
+6
155
$2.43K ﹤0.01%
+40
156
$2.41K ﹤0.01%
+38
157
$2.38K ﹤0.01%
+43
158
$1.96K ﹤0.01%
+19
159
$1.88K ﹤0.01%
+7
160
$1.66K ﹤0.01%
+20
161
$1.3K ﹤0.01%
+15
162
$1.23K ﹤0.01%
+22
163
$986 ﹤0.01%
+112
164
$725 ﹤0.01%
+15
165
$679 ﹤0.01%
+15
166
$665 ﹤0.01%
+3
167
$645 ﹤0.01%
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168
$544 ﹤0.01%
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169
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170
$508 ﹤0.01%
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171
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+15
172
$437 ﹤0.01%
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173
$425 ﹤0.01%
+20
174
$99 ﹤0.01%
1
-2,283
175
$61 ﹤0.01%
+1
4 5 6
7
8