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
51
$367K 0.48%
12,787
+1,747
52
$365K 0.47%
11,760
-80
53
$365K 0.47%
4,180
+100
54
$361K 0.47%
4,430
55
$354K 0.46%
12,529
+2,959
56
$340K 0.44%
+18,757
57
$321K 0.42%
2,546
58
$319K 0.42%
56,780
+1,370
59
$318K 0.41%
4,460
-6,160
60
$315K 0.41%
17,429
+4,410
61
$314K 0.41%
14,766
-30,804
62
$312K 0.41%
1,170
-88
63
$310K 0.4%
15,677
+1,465
64
$303K 0.39%
15,000
65
$291K 0.38%
6,000
66
$289K 0.38%
6,698
+1,000
67
$287K 0.37%
2,000
68
$285K 0.37%
5,401
+272
69
$282K 0.37%
513
70
$276K 0.36%
4,600
-30
71
$275K 0.36%
685
72
$268K 0.35%
12,961
-255
73
$268K 0.35%
6,740
74
$259K 0.34%
3,000
75
$255K 0.33%
8,227
+547
1 2
3
4 5