RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$51.3M
This Quarter Return
+8.36%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$85.3M
AUM Growth
+$85.3M
(+11%)
Cap. Flow
+$2.75M
Cap. Flow
% of AUM
3.22%
Top 10 Holdings %
Top 10 Hldgs %
47.84%
Holding
112
New
13
Increased
35
Reduced
15
Closed
6
Top Buys
| 1 |
Topgolf Callaway Brands
MODG
|
$533K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$474K |
| 3 |
National Health Investors
NHI
|
$418K |
| 4 |
Ezcorp Inc
EZPW
|
$398K |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$389K |
Top Sells
| 1 |
Danaher
DHR
|
$717K |
| 2 |
iShares Russell 2000 ETF
IWM
|
$529K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$411K |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$408K |
| 5 |
Blackstone
BX
|
$370K |
Sector Composition
| 1 | Financials | 23.66% |
| 2 | Communication Services | 6.53% |
| 3 | Industrials | 6.37% |
| 4 | Utilities | 5.33% |
| 5 | Healthcare | 4.72% |
