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
$85.3M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$474K
3
+$418K
4
EZPW icon
Ezcorp Inc
EZPW
+$398K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$389K

Top Sells

1
+$717K
2
+$529K
3
+$411K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$408K
5
BX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.35%
+11,687
77
$296K 0.35%
6,740
78
$291K 0.34%
2,169
+128
79
$285K 0.33%
3,000
80
$277K 0.32%
+6,180
81
$273K 0.32%
1,040
82
$270K 0.32%
14,799
-2,630
83
$264K 0.31%
+1,100
84
$262K 0.31%
4,126
85
$251K 0.29%
1,013
+13
86
$248K 0.29%
1,000
87
$245K 0.29%
7,781
88
$244K 0.29%
1,800
89
$242K 0.28%
5,000
90
$242K 0.28%
6,258
+317
91
$241K 0.28%
2,000
92
$235K 0.28%
3,034
93
$231K 0.27%
+1,327
94
$230K 0.27%
9,144
-771
95
$226K 0.26%
18,428
+1,436
96
$223K 0.26%
2,170
97
$221K 0.26%
+2,014
98
$221K 0.26%
+1,030
99
$219K 0.26%
+2,132
100
$217K 0.25%
2,501
1 2 3
4
5