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
1
$7.7M 12.1%
46,846
-2,698
2
$4.03M 6.34%
41,951
-3,493
3
$4M 6.29%
126,745
-1,407
4
$3.31M 5.21%
6,086
-276
5
$2.95M 4.64%
38,183
6
$2.69M 4.23%
51,252
-874
7
$1.86M 2.92%
71,184
-7,276
8
$1.71M 2.68%
14,111
9
$1.07M 1.68%
56,363
-19,512
10
$1.06M 1.66%
13,695
+219
11
$1.03M 1.62%
2,149
-784
12
$952K 1.5%
19,129
-4,374
13
$910K 1.43%
2,238
-397
14
$894K 1.41%
3,084
-969
15
$891K 1.4%
16,647
-253
16
$762K 1.2%
5,001
-7,551
17
$739K 1.16%
2,726
-756
18
$714K 1.12%
34,345
19
$710K 1.12%
12,910
-4,020
20
$699K 1.1%
66,803
-14,073
21
$666K 1.05%
27,708
-4,309
22
$663K 1.04%
1,483
23
$658K 1.03%
11,418
-2,675
24
$641K 1.01%
8,694
-1,901
25
$627K 0.99%
12,647
-2,593
1
2 3 4 5