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
$82M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$606K
3
+$507K
4
VICI icon
VICI Properties
VICI
+$467K
5
F icon
Ford
F
+$402K

Top Sells

1
+$696K
2
+$640K
3
+$536K
4
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$441K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$394K

Sector Composition

1 Financials 20.96%
2 Utilities 5.92%
3 Healthcare 5.41%
4 Industrials 5.12%
5 Technology 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.31%
1,017
77
$259K 0.31%
4,122
-29
78
$257K 0.31%
7,680
+49
79
$256K 0.31%
+13,216
80
$253K 0.31%
1,040
81
$252K 0.31%
+6,601
82
$249K 0.3%
7,781
83
$243K 0.29%
1,800
-17
84
$243K 0.29%
3,034
-6,690
85
$236K 0.29%
2,501
-1,750
86
$235K 0.28%
2,000
87
$234K 0.28%
8,853
+1,904
88
$233K 0.28%
2,170
89
$226K 0.27%
5,000
90
$225K 0.27%
+10,750
91
$224K 0.27%
1,227
92
$221K 0.27%
1,000
93
$215K 0.26%
9,000
94
$212K 0.26%
2,000
95
$208K 0.25%
8,000
96
$204K 0.25%
4,900
97
$203K 0.25%
+2,055
98
$147K 0.18%
15,000
99
$142K 0.17%
13,380
-17,770
100
$118K 0.14%
54,266
2 3
4
5 6