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
51
$357K 0.52%
7,102
-8,560
52
$353K 0.51%
11,373
-200
53
$349K 0.51%
9,256
54
$338K 0.49%
2,159
55
$324K 0.47%
2,500
-20
56
$296K 0.43%
+7,068
57
$291K 0.42%
8,427
58
$264K 0.38%
9,208
59
$261K 0.38%
+13,027
60
$240K 0.35%
+3,690
61
$238K 0.35%
+8,452
62
$229K 0.33%
+1,639
63
$219K 0.32%
+15,707
64
$212K 0.31%
+4,310
65
$209K 0.31%
+4,255
66
$201K 0.29%
+520
67
$200K 0.29%
+1,176
68
– –
-6,475
69
– –
-5,000
70
– –
-39,073
71
– –
-24,337
72
– –
-22,222
73
– –
-7,781
74
– –
-18,628
1 2
3