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

Top Buys

1
+$533K
2
+$474K
3
+$418K
4
EZPW icon
Ezcorp Inc
EZPW
+$398K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$389K

Top Sells

1
+$717K
2
+$529K
3
+$411K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$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
1
$11.4M 13.32%
90,529
+129
2
$8.67M 10.17%
61,384
-343
3
$4.04M 4.73%
43,046
4
$3.63M 4.25%
26,143
-2,944
5
$2.72M 3.19%
15,610
-3,034
6
$2.42M 2.84%
26,920
+4,325
7
$2.29M 2.69%
21,195
-13
8
$2.28M 2.67%
87,474
9
$1.95M 2.29%
25,921
-5,460
10
$1.43M 1.68%
11,017
-1,000
11
$1.15M 1.35%
85,400
12
$1.1M 1.29%
3,001
13
$1.03M 1.21%
33,750
+3,260
14
$994K 1.17%
2,600
15
$937K 1.1%
2
16
$936K 1.1%
5,299
+637
17
$929K 1.09%
6,840
18
$893K 1.05%
10,060
+60
19
$855K 1%
9,778
+999
20
$835K 0.98%
2,703
+1,533
21
$797K 0.93%
3,387
-3,046
22
$795K 0.93%
6,351
23
$767K 0.9%
23,392
+5,125
24
$753K 0.88%
27,472
+4,390
25
$702K 0.82%
5,106
+215
1
2 3 4 5