RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$51.3M
This Quarter Return
+11.44%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$68.6M
AUM Growth
+$68.6M
(+21%)
Cap. Flow
+$6.07M
Cap. Flow
% of AUM
8.84%
Top 10 Holdings %
Top 10 Hldgs %
49.89%
Holding
74
New
14
Increased
32
Reduced
13
Closed
7
Top Buys
| 1 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.72M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.71M |
| 3 |
Douglas Dynamics
PLOW
|
$638K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$619K |
| 5 |
Avantis International Large Cap Value ETF
AVIV
|
$576K |
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
$1.53M |
| 2 |
Norwegian Cruise Line
NCLH
|
$644K |
| 3 |
CF Industries
CF
|
$555K |
| 4 |
VICI Properties
VICI
|
$542K |
| 5 |
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% |
