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
XOM icon
101
Exxon Mobil
XOM
$492B
$51.8K 0.07%
459
ABT icon
102
Abbott
ABT
$223B
$51.5K 0.07%
385
+125
DVN icon
103
Devon Energy
DVN
$23.7B
$44.7K 0.06%
1,275
-182
MCD icon
104
McDonald's
MCD
$216B
$43.5K 0.06%
143
CSD icon
105
Invesco S&P Spin-Off ETF
CSD
$80.1M
$42.2K 0.06%
453
MNST icon
106
Monster Beverage
MNST
$74.2B
$41.7K 0.06%
620
ABBV icon
107
AbbVie
ABBV
$398B
$41.1K 0.06%
178
+77
MGV icon
108
Vanguard Mega Cap Value ETF
MGV
$10.4B
$40.9K 0.06%
297
ARES icon
109
Ares Management
ARES
$35.1B
$40.3K 0.06%
252
PG icon
110
Procter & Gamble
PG
$345B
$40.1K 0.06%
261
COST icon
111
Costco
COST
$404B
$39.8K 0.06%
43
ETN icon
112
Eaton
ETN
$132B
$39.7K 0.06%
106
LLY icon
113
Eli Lilly
LLY
$947B
$38.9K 0.05%
51
GE icon
114
GE Aerospace
GE
$304B
$36.1K 0.05%
120
NFLX icon
115
Netflix
NFLX
$462B
$36K 0.05%
300
MUFG icon
116
Mitsubishi UFJ Financial
MUFG
$181B
$34.6K 0.05%
2,173
SCHW icon
117
Charles Schwab
SCHW
$165B
$34.2K 0.05%
358
ATO icon
118
Atmos Energy
ATO
$27.8B
$32.6K 0.05%
191
AMP icon
119
Ameriprise Financial
AMP
$42.3B
$31.9K 0.04%
65
MLM icon
120
Martin Marietta Materials
MLM
$37.1B
$31.5K 0.04%
50
KO icon
121
Coca-Cola
KO
$310B
$30.4K 0.04%
458
FISV
122
Fiserv Inc
FISV
$33.7B
$29.8K 0.04%
231
WMT icon
123
Walmart
WMT
$889B
$29.7K 0.04%
288
GD icon
124
General Dynamics
GD
$89.8B
$29.7K 0.04%
87
CINF icon
125
Cincinnati Financial
CINF
$25.9B
$29.6K 0.04%
187