RWA

Redmont Wealth Advisors Portfolio holdings

AUM $71.8M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$958K
2 +$891K
3 +$841K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$735K
5
RVRB icon
Reverb ETF
RVRB
+$573K

Sector Composition

1 Financials 15.26%
2 Industrials 6.91%
3 Consumer Discretionary 4.7%
4 Technology 2.79%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLB icon
276
SLB Ltd
SLB
$54.7B
$3.38K 0.01%
+100
WDS icon
277
Woodside Energy
WDS
$31.3B
$3.35K ﹤0.01%
+217
INTC icon
278
Intel
INTC
$191B
$3.31K ﹤0.01%
148
ROST icon
279
Ross Stores
ROST
$57.7B
$3.19K ﹤0.01%
+25
DLS icon
280
WisdomTree International SmallCap Dividend Fund
DLS
$988M
$3.15K ﹤0.01%
42
TXT icon
281
Textron
TXT
$14.5B
$2.97K ﹤0.01%
+37
ENB icon
282
Enbridge
ENB
$107B
$2.85K ﹤0.01%
63
ULST icon
283
State Street Ultra Short Term Bond ETF
ULST
$639M
$2.77K ﹤0.01%
68
LYB icon
284
LyondellBasell Industries
LYB
$15.4B
$2.72K ﹤0.01%
47
VEU icon
285
Vanguard FTSE All-World ex-US ETF
VEU
$52.1B
$2.69K ﹤0.01%
40
KMX icon
286
CarMax
KMX
$5.66B
$2.69K ﹤0.01%
40
BDX icon
287
Becton Dickinson
BDX
$54.7B
$2.58K ﹤0.01%
15
OTIS icon
288
Otis Worldwide
OTIS
$34.4B
$1.88K ﹤0.01%
19
GEHC icon
289
GE HealthCare
GEHC
$36.1B
$1.7K ﹤0.01%
+23
OMC icon
290
Omnicom Group
OMC
$22.9B
$1.44K ﹤0.01%
20
D icon
291
Dominion Energy
D
$51.9B
$1.24K ﹤0.01%
22
AIV
292
Aimco
AIV
$810M
$969 ﹤0.01%
112
DGS icon
293
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.62B
$829 ﹤0.01%
15
VWO icon
294
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$742 ﹤0.01%
15
VB icon
295
Vanguard Small-Cap ETF
VB
$68.8B
$711 ﹤0.01%
3
SPTM icon
296
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$599 ﹤0.01%
8
WPP icon
297
WPP
WPP
$4.22B
$595 ﹤0.01%
17
GWX icon
298
SPDR S&P International Small Cap ETF
GWX
$779M
$558 ﹤0.01%
15
DES icon
299
WisdomTree US SmallCap Dividend Fund
DES
$1.85B
$540 ﹤0.01%
17
XLF icon
300
Financial Select Sector SPDR Fund
XLF
$51.9B
$536 ﹤0.01%
10