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
1
$8.39M 11.62%
49,544
-6,997
2
$4.61M 6.38%
45,444
-7,253
3
$4.13M 5.72%
128,152
+26,165
4
$3.33M 4.61%
6,362
+2,773
5
$2.95M 4.09%
38,183
+1,287
6
$2.82M 3.9%
52,126
-143
7
$1.99M 2.76%
12,552
-9,223
8
$1.96M 2.71%
78,460
-1,465
9
$1.74M 2.41%
14,111
-3,037
10
$1.3M 1.8%
2,933
+37
11
$1.25M 1.74%
75,875
-1,885
12
$1.11M 1.53%
2,635
-254
13
$1.07M 1.48%
4,053
-119
14
$1.05M 1.45%
+13,476
15
$1.04M 1.44%
23,503
-191
16
$989K 1.37%
31,788
+11,819
17
$938K 1.3%
34,224
+5,043
18
$916K 1.27%
80,876
-399
19
$891K 1.23%
3,482
-86
20
$890K 1.23%
11,180
+33
21
$874K 1.21%
15,240
-318
22
$872K 1.21%
16,900
+302
23
$848K 1.17%
16,930
-279
24
$814K 1.13%
27,797
-12
25
$807K 1.12%
17,759
+1,217
1
2 3 4 5