RWA

Redmont Wealth Advisors Portfolio holdings

AUM $71.8M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$606K
3
+$507K
4
VICI icon
VICI Properties
VICI
+$467K
5
F icon
Ford
F
+$402K

Top Sells

1
+$696K
2
+$640K
3
+$536K
4
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$441K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$394K

Sector Composition

1 Financials 20.96%
2 Utilities 5.92%
3 Healthcare 5.41%
4 Industrials 5.12%
5 Technology 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-16,440
127
– –
-5,386
128
– –
-11,404
2 3 4 5
6