RWA

Redmont Wealth Advisors Portfolio holdings

AUM $66M
1-Year Est. Return 13.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.8M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Sells

1 +$596K
2 +$537K
3 +$298K
4
UHAL icon
U-Haul Holding Co
UHAL
+$156K
5
BCO icon
Brink's
BCO
+$152K

Sector Composition

1 Financials 14.83%
2 Industrials 6.64%
3 Consumer Discretionary 4.71%
4 Technology 2.8%
5 Communication Services 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PCAR icon
276
PACCAR
PCAR
$58.1B
$3.64K 0.01%
37
DFGR icon
277
Dimensional Global Real Estate ETF
DFGR
$3.57B
$3.5K ﹤0.01%
128
SLB icon
278
SLB Ltd
SLB
$81.6B
$3.44K ﹤0.01%
100
ODFL icon
279
Old Dominion Freight Line
ODFL
$46.8B
$3.38K ﹤0.01%
24
DLS icon
280
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
$3.34K ﹤0.01%
42
WDS icon
281
Woodside Energy
WDS
$41.5B
$3.27K ﹤0.01%
217
ENB icon
282
Enbridge
ENB
$120B
$3.18K ﹤0.01%
63
TXT icon
283
Textron
TXT
$16B
$3.13K ﹤0.01%
37
PEP icon
284
PepsiCo
PEP
$197B
$3.09K ﹤0.01%
22
-87
BAC icon
285
Bank of America
BAC
$366B
$3.08K ﹤0.01%
+60
VEU icon
286
Vanguard FTSE All-World ex-US ETF
VEU
$66.4B
$2.85K ﹤0.01%
40
BDX icon
287
Becton Dickinson
BDX
$40.5B
$2.81K ﹤0.01%
15
ULST icon
288
State Street Ultra Short Term Bond ETF
ULST
$553M
$2.77K ﹤0.01%
68
GGAL icon
289
Galicia Financial Group
GGAL
$8.14B
$2.65K ﹤0.01%
96
-84
LYB icon
290
LyondellBasell Industries
LYB
$21.5B
$2.31K ﹤0.01%
47
KMX icon
291
CarMax
KMX
$6.33B
$1.79K ﹤0.01%
40
OTIS icon
292
Otis Worldwide
OTIS
$27.2B
$1.74K ﹤0.01%
19
GEHC icon
293
GE HealthCare
GEHC
$28.4B
$1.73K ﹤0.01%
23
OMC icon
294
Omnicom Group
OMC
$20.7B
$1.63K ﹤0.01%
20
D icon
295
Dominion Energy
D
$58.9B
$1.35K ﹤0.01%
22
AIV
296
Aimco
AIV
$604M
$888 ﹤0.01%
112
DGS icon
297
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.82B
$857 ﹤0.01%
15
VWO icon
298
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$813 ﹤0.01%
15
VB icon
299
Vanguard Small-Cap ETF
VB
$78.7B
$763 ﹤0.01%
3
SPTM icon
300
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$645 ﹤0.01%
8