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
51
$451K 0.48%
18,165
+2,640
52
$441K 0.47%
+11,404
53
$394K 0.42%
5,945
-11,305
54
$392K 0.42%
513
+13
55
$389K 0.41%
2,546
+46
56
$383K 0.41%
6,000
57
$382K 0.41%
39,780
+24,780
58
$379K 0.4%
31,150
+3,546
59
$379K 0.4%
15,000
60
$361K 0.38%
1,023
+23
61
$359K 0.38%
6,740
62
$356K 0.38%
1,631
+459
63
$352K 0.37%
2,000
64
$342K 0.36%
2,290
65
$341K 0.36%
+7,631
66
$339K 0.36%
+9,018
67
$337K 0.36%
4,080
+32
68
$336K 0.36%
685
69
$331K 0.35%
+24,521
70
$330K 0.35%
+13,212
71
$326K 0.35%
2,000
-760
72
$322K 0.34%
1,923
+463
73
$311K 0.33%
+7,145
74
$311K 0.33%
7,781
75
$303K 0.32%
+4,590
1 2
3
4 5