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
51
$351K 0.62%
11,573
52
$336K 0.59%
2,159
-200
53
$300K 0.53%
9,256
54
$296K 0.52%
24,337
-8,853
55
$296K 0.52%
7,781
56
$240K 0.42%
9,208
57
$232K 0.41%
2,520
58
$213K 0.37%
8,427
59
$53.1K 0.09%
+22,222
60
$39.1K 0.07%
+5,000
61
– –
-4,546
62
– –
-70,406
63
– –
-2,751
64
– –
-1,516
65
– –
-4,335
66
– –
-3,690
67
– –
-17,563
68
– –
-36,714
69
– –
-15,000
1 2
3