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
$82M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$652K
3
+$577K
4
ANDE icon
Andersons Inc
ANDE
+$504K
5
F icon
Ford
F
+$495K

Top Sells

1
+$701K
2
+$640K
3
+$546K
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
– –
-5,900
127
– –
-1,000
128
– –
-3,355
2 3 4 5
6