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
XOM icon
101
Exxon Mobil
XOM
$712B
$51.8K 0.07%
459
ABT icon
102
Abbott
ABT
$181B
$51.5K 0.07%
385
+125
DVN icon
103
Devon Energy
DVN
$32.3B
$44.7K 0.06%
1,275
-182
MCD icon
104
McDonald's
MCD
$218B
$43.5K 0.06%
143
CSD icon
105
Invesco S&P Spin-Off ETF
CSD
$106M
$42.2K 0.06%
453
MNST icon
106
Monster Beverage
MNST
$70.3B
$41.7K 0.06%
620
ABBV icon
107
AbbVie
ABBV
$370B
$41.1K 0.06%
178
+77
MGV icon
108
Vanguard Mega Cap Value ETF
MGV
$11B
$40.9K 0.06%
297
ARES icon
109
Ares Management
ARES
$23.8B
$40.3K 0.06%
252
PG icon
110
Procter & Gamble
PG
$332B
$40.1K 0.06%
261
COST icon
111
Costco
COST
$436B
$39.8K 0.06%
43
ETN icon
112
Eaton
ETN
$139B
$39.7K 0.06%
106
LLY icon
113
Eli Lilly
LLY
$785B
$38.9K 0.05%
51
GE icon
114
GE Aerospace
GE
$295B
$36.1K 0.05%
120
NFLX icon
115
Netflix
NFLX
$394B
$36K 0.05%
300
MUFG icon
116
Mitsubishi UFJ Financial
MUFG
$184B
$34.6K 0.05%
2,173
SCHW icon
117
Charles Schwab
SCHW
$162B
$34.2K 0.05%
358
ATO icon
118
Atmos Energy
ATO
$30.3B
$32.6K 0.05%
191
AMP icon
119
Ameriprise Financial
AMP
$39.6B
$31.9K 0.04%
65
MLM icon
120
Martin Marietta Materials
MLM
$34.4B
$31.5K 0.04%
50
KO icon
121
Coca-Cola
KO
$326B
$30.4K 0.04%
458
FISV
122
Fiserv Inc
FISV
$28.8B
$29.8K 0.04%
231
WMT icon
123
Walmart Inc
WMT
$980B
$29.7K 0.04%
288
GD icon
124
General Dynamics
GD
$93.8B
$29.7K 0.04%
87
CINF icon
125
Cincinnati Financial
CINF
$23.9B
$29.6K 0.04%
187