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
1
$7.93M 13.63%
52,973
+3,058
2
$3.57M 6.14%
24,764
+3,165
3
$3.42M 5.89%
30,220
4
$3.23M 5.55%
34,260
+1,498
5
$3.15M 5.41%
41,601
-2,932
6
$2.32M 3.98%
74,895
+39,644
7
$2.14M 3.69%
11,052
+7,137
8
$1.83M 3.14%
+37,539
9
$1.76M 3.02%
22,250
-229
10
$1.16M 2%
10,970
-2,714
11
$897K 1.54%
+45,473
12
$868K 1.49%
26,154
+2,049
13
$861K 1.48%
2,331
+1,284
14
$858K 1.48%
2,516
+707
15
$831K 1.43%
38,162
+8,122
16
$808K 1.39%
30,165
+3,003
17
$802K 1.38%
16,280
+6,182
18
$797K 1.37%
15,889
-29,841
19
$767K 1.32%
50,676
+3,551
20
$682K 1.17%
3,711
+277
21
$671K 1.15%
14,541
-487
22
$661K 1.14%
+24,141
23
$633K 1.09%
7,796
-773
24
$622K 1.07%
3,343
+397
25
$600K 1.03%
30,238
+2,334
1
2 3