RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$71.8M
1-Year Est. Return
10.58%
1 Year Est. Return
+10.58%
AUM
$71.8M
AUM Growth
+$3.63M
(+5.3%)
Holding
311
Top Buys
| 1 | +$1.2M | |
| 2 | +$601K | |
| 3 | +$170K | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$91.5K |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$75.2K |
Top Sells
| 1 | +$607K | |
| 2 | +$551K | |
| 3 | +$300K | |
| 4 |
Brink's
BCO
|
+$169K |
| 5 |
Curtiss-Wright
CW
|
+$154K |
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 | |
|---|---|---|---|---|---|---|
301
SPDR S&P International Small Cap ETF
GWX
$779M
| $603 | ﹤0.01% |
15
|
|
||
302
WisdomTree US SmallCap Dividend Fund
DES
$1.85B
| $573 | ﹤0.01% |
17
|
|
||
303
Financial Select Sector SPDR Fund
XLF
$51.9B
| $553 | ﹤0.01% |
10
|
|
||
304
Schwab US Broad Market ETF
SCHB
$38.1B
| $510 | ﹤0.01% |
20
|
|
||
305
iShares Global REIT ETF
REET
$4B
| $460 | ﹤0.01% |
18
|
|
||
306
Resideo Technologies
REZI
$5.07B
| $130 | ﹤0.01% |
3
|
|
||
307
Hasbro
HAS
$11.6B
| $76 | ﹤0.01% |
1
|
|
||
308
Adobe
ADBE
$135B
| – | – |
-171
|
|
||
309
FedEx
FDX
$64.5B
| – | – |
-15
|
|
||
310
Regeneron Pharmaceuticals
REGN
$78.8B
| – | – |
-7
|
|
||
311
WPP
WPP
$4.22B
| – | – |
-17
|
|