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
$76.9M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.81M
3
+$1.04M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$850K
5
MOFG icon
MidWestOne Financial Group
MOFG
+$413K

Top Sells

1
+$1.11M
2
+$1.01M
3
+$892K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$808K
5
REET icon
iShares Global REIT ETF
REET
+$655K

Sector Composition

1 Financials 22.76%
2 Communication Services 6.96%
3 Utilities 5.61%
4 Industrials 5.17%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$580K 0.75%
12,000
27
$576K 0.75%
15,161
28
$565K 0.74%
4,891
+11
29
$546K 0.71%
2,042
-455
30
$545K 0.71%
17,045
+685
31
$544K 0.71%
4,000
32
$536K 0.7%
2,300
33
$515K 0.67%
18,267
+9,414
34
$512K 0.67%
2,890
35
$501K 0.65%
1,500
36
$497K 0.65%
9,000
37
$491K 0.64%
10,000
38
$484K 0.63%
3,607
-1,220
39
$483K 0.63%
5,830
-2,300
40
$479K 0.62%
2,800
41
$471K 0.61%
13,425
42
$466K 0.61%
35,447
+1,590
43
$464K 0.6%
3,435
44
$457K 0.59%
10,996
+3,851
45
$453K 0.59%
40,444
+4,303
46
$449K 0.58%
15,032
-631
47
$420K 0.55%
30,018
-5,982
48
$413K 0.54%
+15,147
49
$391K 0.51%
2,165
-810
50
$370K 0.48%
4,425
+495
1
2
3 4 5