RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$51.3M
1-Year Return
5.28%
This Quarter Return
+3.37%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$58.2M
AUM Growth
+$8.63M
(+17%)
Cap. Flow
+$7.57M
Cap. Flow
% of AUM
13.01%
Top 10 Holdings %
Top 10 Hldgs %
52.45%
Holding
73
New
13
Increased
35
Reduced
11
Closed
9
Top Buys
| 1 |
Avantis International Large Cap Value ETF
AVIV
|
$1.83M |
| 2 |
Apple
AAPL
|
$1.38M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$1.23M |
| 4 |
Capital Southwest
CSWC
|
$897K |
| 5 |
Sphere Entertainment
SPHR
|
$661K |
Top Sells
Sector Composition
| 1 | Financials | 11.59% |
| 2 | Consumer Discretionary | 7.81% |
| 3 | Technology | 4.63% |
| 4 | Industrials | 4.57% |
| 5 | Communication Services | 3.71% |
