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
$56.9M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$688K
3
+$645K
4
RELL icon
Richardson Electronics
RELL
+$524K
5
SGC icon
Superior Group of Companies
SGC
+$518K

Top Sells

1
+$490K
2
+$472K
3
+$406K
4
HA
Hawaiian Holdings, Inc.
HA
+$395K
5
SPHR icon
Sphere Entertainment
SPHR
+$331K

Sector Composition

1 Financials 13.29%
2 Consumer Discretionary 6.72%
3 Technology 5.14%
4 Industrials 3.88%
5 Real Estate 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$598K 1.05%
11,606
-2,935
27
$568K 1%
22,753
+1,962
28
$567K 1%
15,247
-8,894
29
$565K 0.99%
2,336
+149
30
$555K 0.98%
6,475
-477
31
$545K 0.96%
13,833
+1,118
32
$542K 0.95%
18,628
+391
33
$537K 0.94%
10,454
+747
34
$534K 0.94%
64,744
+3,091
35
$525K 0.92%
42,284
-8,392
36
$524K 0.92%
+47,911
37
$522K 0.92%
19,038
38
$518K 0.91%
+66,592
39
$509K 0.89%
1,612
40
$491K 0.86%
12,397
+1,594
41
$476K 0.84%
13,320
+1,530
42
$472K 0.83%
33,162
+665
43
$465K 0.82%
24,966
+3,849
44
$450K 0.79%
18,000
45
$448K 0.79%
12,080
+278
46
$445K 0.78%
8,151
+391
47
$413K 0.73%
8,256
+795
48
$397K 0.7%
6,461
49
$393K 0.69%
28,380
-1,858
50
$365K 0.64%
6,062
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