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
$68.6M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.71M
3
+$638K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$619K
5
AVIV icon
Avantis International Large Cap Value ETF
AVIV
+$576K

Top Sells

1
+$1.53M
2
+$644K
3
+$555K
4
VICI icon
VICI Properties
VICI
+$542K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$430K

Sector Composition

1 Financials 14.68%
2 Consumer Discretionary 8.01%
3 Technology 4.94%
4 Industrials 4.37%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.92M 13%
56,541
+2,094
2
$5.02M 7.31%
52,697
+18,077
3
$3.38M 4.93%
21,775
-728
4
$3.18M 4.63%
101,987
+5,708
5
$2.85M 4.16%
36,896
-4,705
6
$2.69M 3.92%
52,269
+11,195
7
$2.24M 3.27%
27,618
+5,368
8
$2.05M 2.99%
10,662
-395
9
$2.01M 2.93%
17,148
-13,072
10
$1.89M 2.76%
79,925
+4,413
11
$1.71M 2.49%
+3,589
12
$1.19M 1.73%
2,896
+358
13
$1.12M 1.64%
22,363
+493
14
$1.05M 1.53%
77,760
+11,168
15
$1.03M 1.5%
2,889
+270
16
$957K 1.39%
23,694
+321
17
$907K 1.32%
28,028
-4,098
18
$895K 1.3%
15,558
+3,952
19
$891K 1.3%
4,172
+882
20
$851K 1.24%
7,627
-3,343
21
$840K 1.22%
16,598
+253
22
$824K 1.2%
16,542
+4,462
23
$812K 1.18%
14,196
+1,799
24
$809K 1.18%
27,809
+5,056
25
$795K 1.16%
3,568
+403
1
2 3