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
$93.9M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.32M
3
+$640K
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$576K
5
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$441K

Top Sells

1
+$749K
2
+$389K
3
+$368K
4
LRN icon
Stride
LRN
+$333K
5
HOV icon
Hovnanian Enterprises
HOV
+$290K

Sector Composition

1 Financials 19.4%
2 Utilities 5.15%
3 Industrials 4.92%
4 Healthcare 4.9%
5 Technology 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.32%
3,000
77
$296K 0.32%
+12,470
78
$277K 0.29%
1,017
+17
79
$268K 0.29%
5,000
80
$264K 0.28%
2,000
81
$263K 0.28%
1,227
82
$257K 0.27%
4,151
+29
83
$256K 0.27%
2,000
84
$251K 0.27%
1,040
+40
85
$242K 0.26%
2,170
86
$241K 0.26%
1,000
-34
87
$237K 0.25%
9,000
88
$236K 0.25%
+3,600
89
$236K 0.25%
2,520
90
$235K 0.25%
5,900
91
$234K 0.25%
895
-10
92
$233K 0.25%
1,216
93
$231K 0.25%
+5,386
94
$230K 0.24%
3,355
95
$230K 0.24%
15,000
96
$228K 0.24%
1,000
97
$226K 0.24%
4,900
98
$224K 0.24%
1,817
+17
99
$223K 0.24%
1,000
100
$220K 0.23%
8,000
2 3
4
5 6