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

Top Buys

1
+$532K
2
+$455K
3
+$439K
4
EZPW icon
Ezcorp Inc
EZPW
+$436K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$384K

Top Sells

1
+$706K
2
+$540K
3
+$416K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$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
101
$208K 0.24%
+2,056
102
$207K 0.24%
+4,310
103
$146K 0.17%
54,266
104
$112K 0.13%
15,000
105
$104K 0.12%
+4,500
106
$91.5K 0.11%
10,000
107
– –
-4,425
108
– –
-5,401
109
– –
-2,290
110
– –
-10,000
111
– –
-4,430
112
– –
-19,394
1 2 3 4
5