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

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
151
$18K 0.03%
+164
152
$17.3K 0.03%
+57
153
$16.8K 0.02%
58
+30
154
$16.5K 0.02%
+170
155
$16.1K 0.02%
+475
156
$15.6K 0.02%
+53
157
$15.4K 0.02%
+605
158
$15.3K 0.02%
+281
159
$15K 0.02%
47
+40
160
$14.4K 0.02%
109
+81
161
$14.4K 0.02%
157
+78
162
$14.4K 0.02%
209
+141
163
$13.6K 0.02%
+50
164
$13.1K 0.02%
271
+228
165
$12.5K 0.02%
41
166
$12.1K 0.02%
430
167
$11.9K 0.02%
+30
168
$11.8K 0.02%
+2,771
169
$11.6K 0.02%
2
170
$11.5K 0.02%
+53
171
$11.1K 0.02%
24
+18
172
$10.9K 0.02%
+88
173
$10.5K 0.02%
148
174
$10.3K 0.02%
+50
175
$10.3K 0.02%
+110