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
176
$11K 0.02%
+41
177
$10.9K 0.02%
47
178
$10.8K 0.02%
+463
179
$10.7K 0.02%
164
180
$10.6K 0.02%
143
181
$10.3K 0.02%
53
182
$10.2K 0.02%
30
183
$10.1K 0.02%
24
184
$9.92K 0.02%
45
185
$9.69K 0.02%
88
-300
186
$9.45K 0.01%
6
187
$9.17K 0.01%
53
188
$8.86K 0.01%
71
189
$8.85K 0.01%
245
190
$8.67K 0.01%
50
191
$8.67K 0.01%
16
192
$8.55K 0.01%
44
193
$8.5K 0.01%
56
194
$8.31K 0.01%
27
195
$8.18K 0.01%
14
196
$8.14K 0.01%
105
197
$8.11K 0.01%
50
198
$8.09K 0.01%
78
199
$8.07K 0.01%
128
200
$8.05K 0.01%
430
6 7
8
9 10