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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
$57.9M
AUM Growth
-$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$321K
3
+$254K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$225K
5
AVIV icon
Avantis International Large Cap Value ETF
AVIV
+$119K

Top Sells

1
+$541K
2
+$534K
3
+$484K
4
CHRD icon
Chord Energy
CHRD
+$467K
5
EQC.PRD
Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares
EQC.PRD
+$455K

Sector Composition

1 Financials 15.35%
2 Industrials 6.3%
3 Consumer Discretionary 4.82%
4 Communication Services 3.23%
5 Technology 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.02M 13.85%
45,755
+1,403
2
$4.6M 7.94%
92,326
+4,280
3
$4.07M 7.04%
129,554
+3,195
4
$3.43M 5.93%
5,853
+545
5
$2.98M 5.15%
38,183
6
$2.62M 4.53%
50,541
+2,209
7
$1.85M 3.2%
14,111
8
$1.46M 2.52%
66,939
-1,719
9
$1.08M 1.87%
13,829
-1,401
10
$1.08M 1.87%
13,769
+74
11
$1.07M 1.85%
2,097
-18
12
$1.05M 1.81%
10,841
+7,538
13
$947K 1.64%
34,345
14
$918K 1.59%
2,025
-5
15
$889K 1.54%
53,810
-145
16
$888K 1.53%
17,008
+361
17
$881K 1.52%
2,482
+72
18
$851K 1.47%
43,684
-48
19
$810K 1.4%
12,392
+282
20
$698K 1.21%
24,867
-251
21
$680K 1.17%
25,263
22
$657K 1.13%
53,755
-2,212
23
$630K 1.09%
7,585
+79
24
$607K 1.05%
43,287
-30
25
$579K 1%
18,827
-285
1
2 3 4 5