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
$51.3M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$576K
3
+$575K
4
NCLH icon
Norwegian Cruise Line
NCLH
+$435K
5
CHRD icon
Chord Energy
CHRD
+$358K

Top Sells

1
+$2.69M
2
+$771K
3
+$754K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$628K
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
176
$53 ﹤0.01%
+3
177
– –
-1,720
178
– –
-17,713
179
– –
0
180
– –
-6,287
181
– –
-914
182
– –
0
183
– –
-2,410
184
– –
-23,672
4 5 6 7
8