RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$51.3M
This Quarter Return
-2.78%
1 Year Return
+5.28%
3 Year Return
+19.06%
5 Year Return
–
10 Year Return
–
AUM
$56.9M
AUM Growth
+$56.9M
(-2.1%)
Cap. Flow
+$605K
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
53.4%
Holding
69
New
5
Increased
28
Reduced
12
Closed
9
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$788K |
| 2 |
Capital Southwest
CSWC
|
$688K |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$645K |
| 4 |
Richardson Electronics
RELL
|
$524K |
| 5 |
Superior Group of Companies
SGC
|
$518K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$490K |
| 2 |
Full House Resorts
FLL
|
$472K |
| 3 |
Walt Disney
DIS
|
$406K |
| 4 |
HA
Hawaiian Holdings, Inc.
HA
|
$395K |
| 5 |
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% |
