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
$85.3M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$474K
3
+$418K
4
EZPW icon
Ezcorp Inc
EZPW
+$398K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$389K

Top Sells

1
+$717K
2
+$529K
3
+$411K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$408K
5
BX icon
Blackstone
BX
+$370K

Sector Composition

1 Financials 23.66%
2 Communication Services 6.53%
3 Industrials 6.37%
4 Utilities 5.33%
5 Healthcare 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$465K 0.55%
12,094
+3,867
52
$461K 0.54%
13,425
53
$457K 0.54%
13,067
+1,307
54
$454K 0.53%
24,744
+5,987
55
$453K 0.53%
4,610
-1,220
56
$448K 0.53%
30,018
57
$444K 0.52%
6,197
+1,597
58
$424K 0.5%
23,041
+12,281
59
$418K 0.49%
+8,010
60
$398K 0.47%
+48,889
61
$394K 0.46%
7,899
+1,201
62
$392K 0.46%
16,433
+3,904
63
$386K 0.45%
2,546
64
$379K 0.44%
13,850
+1,063
65
$377K 0.44%
532
+19
66
$348K 0.41%
7,110
+2,030
67
$343K 0.4%
6,000
68
$335K 0.39%
14,766
69
$328K 0.39%
4,460
70
$328K 0.38%
15,000
71
$323K 0.38%
15,642
+2,681
72
$320K 0.38%
5,308
+1,155
73
$320K 0.38%
15,053
-624
74
$318K 0.37%
2,000
75
$303K 0.36%
685
1 2
3
4 5