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
$82M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$606K
3
+$507K
4
VICI icon
VICI Properties
VICI
+$467K
5
F icon
Ford
F
+$402K

Top Sells

1
+$696K
2
+$640K
3
+$536K
4
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$441K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$394K

Sector Composition

1 Financials 20.96%
2 Utilities 5.92%
3 Healthcare 5.41%
4 Industrials 5.12%
5 Technology 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$710K 0.86%
8,130
27
$700K 0.85%
2,497
+70
28
$606K 0.73%
+4,590
29
$592K 0.72%
2,890
30
$591K 0.72%
2,300
31
$582K 0.71%
23,101
+4,936
32
$580K 0.7%
4,000
33
$558K 0.68%
13,425
34
$550K 0.67%
16,360
-114
35
$542K 0.66%
2,975
-17
36
$532K 0.64%
9,000
37
$530K 0.64%
36,000
38
$507K 0.61%
+4,880
39
$502K 0.61%
10,000
40
$493K 0.6%
2,800
41
$493K 0.6%
3,435
42
$484K 0.59%
33,857
+2,500
43
$467K 0.57%
+15,663
44
$449K 0.54%
1,500
45
$407K 0.49%
4,430
46
$402K 0.49%
+36,141
47
$402K 0.49%
30,821
+6,300
48
$391K 0.47%
+11,840
49
$378K 0.46%
+11,040
50
$366K 0.44%
2,546
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