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
$71.8M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Sells

1 +$607K
2 +$551K
3 +$300K
4
BCO icon
Brink's
BCO
+$169K
5
CW icon
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
JPM icon
76
JPMorgan Chase
JPM
$841B
$92.9K 0.13%
294
+66
V icon
77
Visa
V
$638B
$91.5K 0.13%
268
GOVT icon
78
iShares US Treasury Bond ETF
GOVT
$33.3B
$91.5K 0.13%
+3,956
AVGO icon
79
Broadcom
AVGO
$1.82T
$89.1K 0.12%
270
BSX icon
80
Boston Scientific
BSX
$150B
$85.7K 0.12%
878
INTU icon
81
Intuit
INTU
$176B
$84.7K 0.12%
124
ANET icon
82
Arista Networks
ANET
$161B
$84.5K 0.12%
580
ORCL icon
83
Oracle
ORCL
$573B
$84.4K 0.12%
300
-19
ETY icon
84
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.45B
$81.7K 0.11%
5,138
TSLX icon
85
Sixth Street Specialty
TSLX
$2.05B
$79.2K 0.11%
3,466
-141
IWN icon
86
iShares Russell 2000 Value ETF
IWN
$11.7B
$76.1K 0.11%
430
MO icon
87
Altria Group
MO
$99.3B
$76K 0.11%
1,151
+86
VO icon
88
Vanguard Mid-Cap ETF
VO
$88.7B
$69K 0.1%
235
+48
SPIB icon
89
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$66K 0.09%
+1,948
HTD
90
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$871M
$64.8K 0.09%
2,612
MSI icon
91
Motorola Solutions
MSI
$62.2B
$63.1K 0.09%
138
ASML icon
92
ASML
ASML
$422B
$62K 0.09%
64
CAT icon
93
Caterpillar
CAT
$266B
$61.6K 0.09%
129
NLY icon
94
Annaly Capital Management
NLY
$15.6B
$59.4K 0.08%
2,937
VTC icon
95
Vanguard Total Corporate Bond ETF
VTC
$1.37B
$58.4K 0.08%
745
DFAX icon
96
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.79B
$57.6K 0.08%
1,834
+148
PH icon
97
Parker-Hannifin
PH
$108B
$56.1K 0.08%
74
PM icon
98
Philip Morris
PM
$243B
$54.8K 0.08%
338
AZN icon
99
AstraZeneca
AZN
$281B
$53.6K 0.07%
698
LIN icon
100
Linde
LIN
$190B
$51.8K 0.07%
109