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
201
$8K 0.01%
110
202
$7.95K 0.01%
50
-263
203
$7.9K 0.01%
36
204
$7.87K 0.01%
10
205
$7.71K 0.01%
135
206
$7.59K 0.01%
1
207
$7.57K 0.01%
2,771
208
$7.48K 0.01%
+252
209
$7.43K 0.01%
65
210
$7.36K 0.01%
7
211
$7.3K 0.01%
115
212
$7.24K 0.01%
540
213
$7.08K 0.01%
63
214
$7.06K 0.01%
34
215
$7.03K 0.01%
15
216
$6.95K 0.01%
33
217
$6.91K 0.01%
50
218
$6.75K 0.01%
21
219
$6.61K 0.01%
170
220
$6.58K 0.01%
+135
221
$6.58K 0.01%
20
222
$6.57K 0.01%
+66
223
$6.47K 0.01%
43
224
$6.47K 0.01%
10
225
$6.46K 0.01%
380
7 8
9
10 11