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