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
51
$359K 0.43%
3,930
+60
52
$358K 0.43%
+8,990
53
$353K 0.43%
14,913
+7,330
54
$352K 0.43%
7,285
-1,725
55
$349K 0.42%
4,080
56
$343K 0.42%
1,258
+235
57
$341K 0.41%
9,570
+552
58
$337K 0.41%
55,410
+15,630
59
$336K 0.41%
2,981
-669
60
$333K 0.4%
5,129
+136
61
$328K 0.4%
6,000
62
$320K 0.39%
1,920
-3
63
$314K 0.38%
15,000
64
$312K 0.38%
513
65
$309K 0.37%
14,212
+1,000
66
$301K 0.36%
6,740
67
$300K 0.36%
2,000
68
$296K 0.36%
5,698
-2,765
69
$288K 0.35%
3,000
70
$288K 0.35%
7,145
71
$283K 0.34%
685
72
$279K 0.34%
13,019
+549
73
$279K 0.34%
4,630
+40
74
$274K 0.33%
24,602
+436
75
$270K 0.33%
2,290
1 2
3
4 5