RWA

Redmont Wealth Advisors Portfolio holdings

AUM $71.8M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.3M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$576K
3
+$576K
4
CHRD icon
Chord Energy
CHRD
+$355K
5
NCLH icon
Norwegian Cruise Line
NCLH
+$343K

Top Sells

1
+$2.76M
2
+$756K
3
+$733K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$580K
5
RVRB icon
Reverb ETF
RVRB
+$538K

Sector Composition

1 Financials 14.94%
2 Industrials 5.26%
3 Consumer Discretionary 4.14%
4 Communication Services 1.75%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.76M 15.11%
44,776
-979
2
$4.8M 9.35%
46,959
+796
3
$3.97M 7.73%
129,120
-434
4
$3.01M 5.87%
38,183
5
$2.54M 4.95%
4,542
-1,311
6
$1.89M 3.69%
14,111
7
$1.83M 3.56%
58,515
+49,307
8
$1.2M 2.33%
53,623
-13,316
9
$1.09M 2.12%
13,769
10
$1.03M 2.01%
11,814
+973
11
$1.01M 1.96%
34,345
12
$698K 1.36%
1,311
-714
13
$682K 1.33%
2,151
-331
14
$576K 1.12%
+22,562
15
$576K 1.12%
+11,366
16
$558K 1.09%
18,896
17
$537K 1.05%
29,312
-14,372
18
$530K 1.03%
9,899
-3,930
19
$513K 1%
6,461
20
$513K 1%
56,646
-16,201
21
$508K 0.99%
18,160
-6,707
22
$482K 0.94%
44,088
-9,722
23
$476K 0.93%
11,245
-1,147
24
$464K 0.9%
31,517
-22,238
25
$454K 0.88%
10,005
+845
1
2 3 4 5