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
$68.6M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.71M
3
+$638K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$619K
5
AVIV icon
Avantis International Large Cap Value ETF
AVIV
+$576K

Top Sells

1
+$1.53M
2
+$644K
3
+$555K
4
VICI icon
VICI Properties
VICI
+$542K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$430K

Sector Composition

1 Financials 14.68%
2 Consumer Discretionary 8.01%
3 Technology 4.94%
4 Industrials 4.37%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$746K 1.09%
11,147
+2,891
27
$738K 1.08%
2,507
+171
28
$734K 1.07%
55,001
+7,090
29
$728K 1.06%
17,209
+1,033
30
$724K 1.06%
29,181
+1,930
31
$710K 1.03%
81,275
+16,531
32
$691K 1.01%
10,043
-1,700
33
$660K 0.96%
9,195
+1,044
34
$654K 0.95%
15,599
+1,766
35
$648K 0.94%
45,208
+16,828
36
$647K 0.94%
44,797
+11,635
37
$638K 0.93%
+21,480
38
$619K 0.9%
+3,083
39
$609K 0.89%
7,259
-447
40
$606K 0.88%
1,612
41
$604K 0.88%
19,969
+931
42
$589K 0.86%
48,332
+6,048
43
$585K 0.85%
14,779
+1,459
44
$562K 0.82%
28,803
+3,837
45
$549K 0.8%
9,831
-623
46
$457K 0.67%
13,449
-1,798
47
$452K 0.66%
18,000
48
$429K 0.62%
6,461
49
$389K 0.57%
6,062
50
$369K 0.54%
+4,087
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