RWA

Redmont Wealth Advisors Portfolio holdings

AUM $66M
1-Year Est. Return 13.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.09%
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
+$2.29M
2
+$2M
3
+$1.18M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$953K
5
MOFG
MidWestOne Financial Group
MOFG
+$463K

Top Sells

1
+$1.14M
2
+$1.07M
3
+$937K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$894K
5
REET icon
iShares Global REIT ETF
REET
+$759K

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
101
– –
-2,000
102
– –
0
103
– –
-8,000
104
– –
0
105
– –
-1,920
106
– –
-2,055
107
– –
-7,285
108
– –
-1,227
109
– –
-4,900
110
– –
-8,990
111
– –
-14,913
1 2 3 4
5