RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$51.3M
This Quarter Return
-10.72%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$82M
AUM Growth
+$82M
(-13%)
Cap. Flow
-$1.4M
Cap. Flow
% of AUM
-1.71%
Top 10 Holdings %
Top 10 Hldgs %
50.82%
Holding
128
New
11
Increased
22
Reduced
18
Closed
24
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$908K |
| 2 |
Curtiss-Wright
CW
|
$606K |
| 3 |
WIRE
Encore Wire Corp
WIRE
|
$507K |
| 4 |
VICI Properties
VICI
|
$467K |
| 5 |
Ford
F
|
$402K |
Top Sells
Sector Composition
| 1 | Financials | 20.96% |
| 2 | Utilities | 5.92% |
| 3 | Healthcare | 5.41% |
| 4 | Industrials | 5.12% |
| 5 | Technology | 3.94% |