RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$66M
1-Year Est. Return
13.09%
This Fund
S&P 500
1 Year Est. Return
+13.09%
AUM
$71.8M
AUM Growth
+$3.63M
(+5.3%)
Holding
311
Top Buys
| 1 | +$1.2M | |
| 2 | +$602K | |
| 3 | +$170K | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$90.7K |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$75.1K |
Top Sells
| 1 | +$596K | |
| 2 | +$537K | |
| 3 | +$298K | |
| 4 |
U-Haul Holding Co
UHAL
|
+$156K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
State Street SPDR S&P International Small Cap ETF
GWX
$812M
| $603 | ﹤0.01% |
15
|
|
||
302
WisdomTree US SmallCap Dividend Fund
DES
$1.92B
| $573 | ﹤0.01% |
17
|
|
||
303
State Street Financial Select Sector SPDR ETF
XLF
$46.1B
| $553 | ﹤0.01% |
10
|
|
||
304
Schwab US Broad Market ETF
SCHB
$35.9B
| $510 | ﹤0.01% |
20
|
|
||
305
iShares Global REIT ETF
REET
$4.36B
| $460 | ﹤0.01% |
18
|
|
||
306
Resideo Technologies
REZI
$5.04B
| $130 | ﹤0.01% |
3
|
|
||
307
Hasbro
HAS
$12.5B
| $76 | ﹤0.01% |
1
|
|
||
308
Adobe
ADBE
$94.9B
| – | – |
-171
|
|
||
309
FedEx
FDX
$82.1B
| – | – |
-15
|
|
||
310
Regeneron Pharmaceuticals
REGN
$78B
| – | – |
-7
|
|
||
311
WPP
WPP
$3.31B
| – | – |
-17
|
|