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
176
$11.8K 0.02%
+235
177
$11.6K 0.02%
+53
178
$11.5K 0.02%
+45
179
$11.1K 0.02%
+57
180
$10.9K 0.02%
+24
181
$10.9K 0.02%
+3
182
$10.8K 0.01%
+123
183
$10.7K 0.01%
+30
184
$10.7K 0.01%
+47
185
$10.6K 0.01%
+164
186
$10.1K 0.01%
+53
187
$10.1K 0.01%
+50
188
$9.89K 0.01%
+143
189
$9.78K 0.01%
+14
190
$9.43K 0.01%
+24
191
$9.23K 0.01%
+245
192
$9.14K 0.01%
+60
193
$9.13K 0.01%
+6
194
$9.03K 0.01%
+50
195
$8.76K 0.01%
+56
196
$8.63K 0.01%
+71
197
$8.47K 0.01%
+110
198
$8.42K 0.01%
+44
199
$8.4K 0.01%
+27
200
$8.3K 0.01%
+16
6 7
8
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