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
201
$8.09K 0.01%
220
-8,835
202
$8.04K 0.01%
+21
203
$7.92K 0.01%
+75
204
$7.88K 0.01%
54
205
$7.61K 0.01%
252
206
$7.53K 0.01%
+10
207
$7.5K 0.01%
25
208
$7.4K 0.01%
+24
209
$7.39K 0.01%
+1
210
$7.33K 0.01%
+245
211
$7.25K 0.01%
43
212
$7.23K 0.01%
173
-3,628
213
$7.21K 0.01%
+33
214
$7.15K 0.01%
+30
215
$7.13K 0.01%
+67
216
$7.12K 0.01%
+14
217
$7.09K 0.01%
50
-123
218
$7.07K 0.01%
+46
219
$7.07K 0.01%
135
220
$6.76K 0.01%
+75
221
$6.68K 0.01%
+15
222
$6.62K 0.01%
+63
223
$6.6K 0.01%
+92
224
$6.54K 0.01%
+299
225
$6.49K 0.01%
+135
7 8
9
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