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
$58.2M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.38M
3
+$1.23M
4
CSWC icon
Capital Southwest
CSWC
+$897K
5
SPHR icon
Sphere Entertainment
SPHR
+$661K

Top Sells

1
+$1.5M
2
+$549K
3
+$510K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$466K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$457K

Sector Composition

1 Financials 11.59%
2 Consumer Discretionary 7.81%
3 Technology 4.63%
4 Industrials 4.57%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$573K 0.99%
18,237
+1,980
27
$549K 0.94%
1,612
+129
28
$546K 0.94%
9,630
+1,857
29
$544K 0.94%
19,038
+3,357
30
$534K 0.92%
2,187
+308
31
$533K 0.92%
+15,037
32
$532K 0.91%
12,715
+601
33
$529K 0.91%
20,791
+2,305
34
$529K 0.91%
32,497
+1,643
35
$517K 0.89%
61,653
+16,946
36
$509K 0.87%
9,707
+1,413
37
$493K 0.85%
+21,280
38
$490K 0.84%
2,751
+670
39
$483K 0.83%
6,952
+1,888
40
$474K 0.81%
11,802
+4,196
41
$472K 0.81%
70,406
+6,873
42
$467K 0.8%
+11,790
43
$457K 0.79%
18,000
44
$435K 0.75%
33,190
-41,863
45
$429K 0.74%
+7,760
46
$427K 0.73%
21,117
+6,839
47
$425K 0.73%
10,803
+1,796
48
$411K 0.71%
6,461
+808
49
$406K 0.7%
4,546
-2,949
50
$398K 0.68%
+7,461
1
2
3