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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
+1.45%
1 Year Est. Return
+13.09%
3 Year Est. Return
+46.11%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$66M
AUM Growth
-$5.75M
(-8%)
Cap. Flow
-$6.26M
Cap. Flow
% of AUM
-9.48%
Top 10 Holdings %
Top 10 Hldgs %
50.82%
Holding
315
New
8
Increased
24
Reduced
56
Closed
9
Top Buys
Top Sells
| 1 |
Capital Southwest
CSWC
|
+$1.43M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
+$1.17M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$763K |
| 4 |
Columbia EM Core ex-China ETF
XCEM
|
+$671K |
| 5 |
Bank OZK
OZK
|
+$565K |
Sector Composition
| 1 | Financials | 12.04% |
| 2 | Industrials | 5.95% |
| 3 | Consumer Discretionary | 4.89% |
| 4 | Communication Services | 2.58% |
| 5 | Technology | 1.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Mercado Libre
MELI
$93.4B
| $14.1K | 0.02% |
+7
| New | +$14.7K |
|
152
Ferrari
RACE
$66.1B
| $14K | 0.02% |
38
+1
| +3% | +$400 |
|
153
SAP
SAP
$182B
| $13.8K | 0.02% |
57
| – | – |
|
154
Banco Santander
SAN
$198B
| $13.8K | 0.02% |
1,176
| – | – |
|
155
Vanguard Total Stock Market ETF
VTI
$668B
| $13.7K | 0.02% |
41
| – | – |
|
|
NVO
156
Novo Nordisk
NVO
$224B
| $13.6K | 0.02% |
268
| – | – |
|
157
Unilever
UL
$132B
| $13.6K | 0.02% |
208
-1
| -0.5% | -$67 |
|
158
TJX Companies
TJX
$167B
| $13.5K | 0.02% |
88
| – | – |
|
159
Citigroup
C
$230B
| $13.4K | 0.02% |
115
| – | – |
|
160
Sphere Entertainment
SPHR
$5.13B
| $13.4K | 0.02% |
141
-32
| -18% | -$2.44K |
|
161
Thermo Fisher Scientific
TMO
$199B
| $13.3K | 0.02% |
23
| – | – |
|
162
Salesforce
CRM
$137B
| $13.2K | 0.02% |
50
| – | – |
|
163
Starbucks
SBUX
$120B
| $13.2K | 0.02% |
157
| – | – |
|
164
Sanofi
SNY
$105B
| $13.1K | 0.02% |
271
| – | – |
|
165
Carnival Corporation Ltd
CCL
$36.4B
| $13.1K | 0.02% |
430
| – | – |
|
166
KLA
KLAC
$293B
| $12.2K | 0.02% |
100
| – | – |
|
167
Amphenol
APH
$193B
| $11.9K | 0.02% |
88
| – | – |
|
168
Ferguson
FERG
$44.7B
| $11.8K | 0.02% |
53
| – | – |
|
169
Lockheed Martin
LMT
$119B
| $11.6K | 0.02% |
24
| – | – |
|
170
McKesson
MCK
$93.2B
| $11.5K | 0.02% |
14
| – | – |
|
171
RELX
RELX
$58.6B
| $11.4K | 0.02% |
281
| – | – |
|
172
NatWest
NWG
$71.3B
| $11.3K | 0.02% |
648
| – | – |
|
173
GE Vernova
GEV
$284B
| $11.1K | 0.02% |
17
| – | – |
|
174
Trade Desk
TTD
$9.11B
| $10.9K | 0.02% |
286
-65
| -19% | -$2.88K |
|
175
Lowe's Companies
LOW
$118B
| $10.9K | 0.02% |
45
| – | – |
|
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