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
51
$395K 0.68%
36,714
-14,475
52
$390K 0.67%
2,359
+200
53
$375K 0.65%
6,062
+21
54
$372K 0.64%
11,573
+200
55
$344K 0.59%
9,256
56
$302K 0.52%
7,781
57
$280K 0.48%
17,563
-264
58
$261K 0.45%
+2,520
59
$255K 0.44%
+15,000
60
$252K 0.43%
+9,208
61
$251K 0.43%
4,335
62
$221K 0.38%
8,427
-39
63
$220K 0.38%
+1,516
64
$215K 0.37%
+3,690
65
– –
-13,464
66
– –
-7,336
67
– –
-15,000
68
– –
-5,261
69
– –
-20,865
70
– –
-14,917
71
– –
-6,603
72
– –
-4,610
73
– –
-3,530
1 2
3