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

Top Sells

1
+$349K
2
+$324K
3
+$322K
4
RELL icon
Richardson Electronics
RELL
+$259K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$222K

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
176
$10.3K 0.02%
14
+7
177
$10.1K 0.01%
+55
178
$9.98K 0.01%
+45
179
$9.89K 0.01%
+380
180
$9.79K 0.01%
+115
181
$9.76K 0.01%
+1,176
182
$9.64K 0.01%
+105
183
$9.41K 0.01%
+612
184
$9.37K 0.01%
128
+90
185
$9.33K 0.01%
+23
186
$9.17K 0.01%
+648
187
$9.16K 0.01%
198
188
$9.07K 0.01%
+34
189
$9.07K 0.01%
180
190
$9K 0.01%
56
+30
191
$9K 0.01%
+17
192
$8.96K 0.01%
+10
193
$8.94K 0.01%
170
194
$8.94K 0.01%
+32
195
$8.75K 0.01%
+20
196
$8.69K 0.01%
+88
197
$8.32K 0.01%
+27
198
$8.31K 0.01%
+50
199
$8.16K 0.01%
+540
200
$8.09K 0.01%
+73
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