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
$93.9M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.32M
3
+$640K
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$576K
5
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$441K

Top Sells

1
+$749K
2
+$389K
3
+$368K
4
LRN icon
Stride
LRN
+$333K
5
HOV icon
Hovnanian Enterprises
HOV
+$290K

Sector Composition

1 Financials 19.4%
2 Utilities 5.15%
3 Industrials 4.92%
4 Healthcare 4.9%
5 Technology 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$785K 0.84%
4,839
+622
27
$772K 0.82%
15,161
+96
28
$709K 0.75%
16,474
+114
29
$709K 0.75%
2,300
+100
30
$687K 0.73%
2,890
31
$664K 0.71%
4,000
32
$641K 0.68%
36,000
33
$640K 0.68%
+16,440
34
$631K 0.67%
13,425
35
$627K 0.67%
2,992
+17
36
$623K 0.66%
1,500
37
$618K 0.66%
31,357
+16,481
38
$595K 0.63%
2,800
39
$593K 0.63%
10,000
40
$591K 0.63%
9,000
41
$583K 0.62%
4,251
+486
42
$576K 0.61%
+8,463
43
$557K 0.59%
3,435
44
$529K 0.56%
24,166
+8,866
45
$524K 0.56%
9,010
+3,780
46
$509K 0.54%
6,182
+3,102
47
$498K 0.53%
3,650
+620
48
$493K 0.52%
4,993
+996
49
$491K 0.52%
3,870
+430
50
$479K 0.51%
4,430
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2
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