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
$76.9M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.81M
3
+$1.04M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$850K
5
MOFG icon
MidWestOne Financial Group
MOFG
+$413K

Top Sells

1
+$1.11M
2
+$1.01M
3
+$892K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$808K
5
REET icon
iShares Global REIT ETF
REET
+$655K

Sector Composition

1 Financials 22.76%
2 Communication Services 6.96%
3 Utilities 5.61%
4 Industrials 5.17%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.32%
+5,080
77
$248K 0.32%
2,290
78
$245K 0.32%
+4,153
79
$240K 0.31%
5,941
-660
80
$236K 0.31%
2,501
81
$234K 0.3%
1,040
82
$234K 0.3%
7,781
83
$231K 0.3%
4,126
+4
84
$230K 0.3%
3,034
85
$220K 0.29%
9,915
+915
86
$219K 0.28%
5,000
87
$216K 0.28%
1,000
-17
88
$214K 0.28%
2,000
89
$213K 0.28%
2,041
-940
90
$212K 0.28%
1,000
91
$203K 0.26%
1,800
92
$202K 0.26%
2,170
93
$193K 0.25%
16,992
-7,610
94
$191K 0.25%
19,394
-11,427
95
$167K 0.22%
54,266
96
$165K 0.21%
10,760
+10
97
$134K 0.17%
15,000
98
$76K 0.1%
10,000
99
$75K 0.1%
+10,000
100
– –
-13,380
1 2 3
4
5