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
201
$8.27K 0.01%
+65
202
$8.2K 0.01%
+63
203
$8.14K 0.01%
+78
204
$8.1K 0.01%
+1
205
$8.09K 0.01%
+36
206
$7.79K 0.01%
+135
207
$7.62K 0.01%
+10
208
$7.53K 0.01%
+105
209
$7.52K 0.01%
+14
210
$7.44K 0.01%
+128
211
$7.27K 0.01%
+115
212
$7.25K 0.01%
+612
213
$7.21K 0.01%
+10
214
$7.18K 0.01%
+2,771
215
$7.03K 0.01%
+34
216
$7.03K 0.01%
+430
217
$7K 0.01%
+21
218
$6.82K 0.01%
+25
219
$6.8K 0.01%
+33
220
$6.74K 0.01%
+7
221
$6.54K 0.01%
+148
222
$6.52K 0.01%
+380
223
$6.48K 0.01%
+174
224
$6.47K 0.01%
+50
225
$6.39K 0.01%
+43
7 8
9
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