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
1
$7.71M 13.55%
54,447
+1,474
2
$3.25M 5.71%
30,220
3
$3.13M 5.49%
41,601
4
$3.07M 5.38%
34,620
+360
5
$3.05M 5.36%
22,503
-2,261
6
$2.9M 5.1%
96,279
+21,384
7
$1.98M 3.47%
41,074
+3,535
8
$1.89M 3.33%
11,057
+5
9
$1.73M 3.04%
75,512
+30,039
10
$1.69M 2.97%
22,250
11
$1.13M 1.99%
10,970
12
$1.1M 1.93%
21,870
+5,981
13
$917K 1.61%
2,619
+103
14
$909K 1.6%
2,538
+207
15
$856K 1.5%
23,373
-2,781
16
$816K 1.43%
32,126
+1,961
17
$788K 1.38%
+15,662
18
$778K 1.37%
16,345
+65
19
$697K 1.22%
7,706
-90
20
$645K 1.13%
11,743
+2,113
21
$644K 1.13%
39,073
+911
22
$634K 1.11%
16,176
+1,139
23
$619K 1.09%
3,165
-546
24
$611K 1.07%
27,251
+5,971
25
$600K 1.05%
3,290
-53
1
2 3