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RWA

Redmont Wealth Advisors Portfolio holdings

AUM $66M
1-Year Est. Return 13.09%
This Fund
S&P 500
This Quarter Est. Return
+1.45%
1 Year Est. Return
+13.09%
3 Year Est. Return
+46.11%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$66M
AUM Growth
-$5.75M
Cap. Flow
-$6.26M
Cap. Flow %
-9.48%
Top 10 Hldgs %
50.82%
Holding
315
New
8
Increased
24
Reduced
56
Closed
9

Top Buys

1
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.48M
2
GT icon
Goodyear
GT
+$612K
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$341K
4
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$329K
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$202K

Top Sells

1
CSWC icon
Capital Southwest
CSWC
+$1.43M
2
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.17M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$763K
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$671K
5
OZK icon
Bank OZK
OZK
+$565K

Sector Composition

1 Financials 12.04%
2 Industrials 5.95%
3 Consumer Discretionary 4.89%
4 Communication Services 2.58%
5 Technology 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
176
Advanced Micro Devices
AMD
$863B
$10.7K 0.02%
50
– –
BMY icon
177
Bristol-Myers Squibb
BMY
$120B
$10.7K 0.02%
198
– –
SYK icon
178
Stryker
SYK
$121B
$10.5K 0.02%
30
– –
AMGN icon
179
Amgen
AMGN
$193B
$10.5K 0.02%
32
– –
SMFG icon
180
Sumitomo Mitsui Financial
SMFG
$168B
$10.4K 0.02%
540
– –
SPG icon
181
Simon Property Group
SPG
$72B
$10.4K 0.02%
56
– –
RTX icon
182
RTX Corp
RTX
$264B
$9.9K 0.02%
54
– –
HCA icon
183
HCA Healthcare
HCA
$84B
$9.8K 0.01%
21
– –
TEL icon
184
TE Connectivity
TEL
$58.8B
$9.78K 0.01%
43
– –
SONY icon
185
Sony
SONY
$122B
$9.73K 0.01%
380
– –
NKE icon
186
Nike
NKE
$63.3B
$9.43K 0.01%
148
– –
GOOG icon
187
Alphabet (Google) Class C
GOOG
$4.52T
$9.41K 0.01%
30
-30
-50% -$8.59K
SO icon
188
Southern Company
SO
$107B
$9.16K 0.01%
105
– –
UBER icon
189
Uber
UBER
$148B
$8.99K 0.01%
110
– –
JCI icon
190
Johnson Controls International
JCI
$87.1B
$8.98K 0.01%
75
– –
GILD icon
191
Gilead Sciences
GILD
$164B
$8.96K 0.01%
73
– –
ICE icon
192
Intercontinental Exchange
ICE
$79.1B
$8.91K 0.01%
55
– –
STT icon
193
State Street
STT
$51.6B
$8.64K 0.01%
67
– –
WELL icon
194
Welltower
WELL
$165B
$8.54K 0.01%
46
– –
BP icon
195
BP
BP
$106B
$8.51K 0.01%
245
– –
ANDE icon
196
Andersons Inc
ANDE
$2.56B
$8.51K 0.01%
160
-60
-27% -$2.94K
CDNS icon
197
Cadence Design Systems
CDNS
$102B
$8.44K 0.01%
27
– –
ING icon
198
ING
ING
$95.2B
$8.37K 0.01%
299
– –
BHP icon
199
BHP
BHP
$217B
$8.15K 0.01%
135
– –
MPC icon
200
Marathon Petroleum
MPC
$87.3B
$8.13K 0.01%
50
– –
6 7
8
9 10

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