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
$66M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Sells

1 +$1.43M
2 +$1.17M
3 +$763K
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$671K
5
OZK icon
Bank OZK
OZK
+$565K

Sector Composition

1 Financials 12.04%
2 Industrials 5.95%
3 Consumer Discretionary 4.89%
4 Communication Services 2.58%
5 Technology 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CSCO icon
126
Cisco
CSCO
$334B
$24.2K 0.04%
314
MRK icon
127
Merck
MRK
$285B
$23.4K 0.04%
222
AON icon
128
Aon
AON
$71.8B
$22.6K 0.03%
64
PSX icon
129
Phillips 66
PSX
$65.5B
$22.5K 0.03%
174
UBS icon
130
UBS Group
UBS
$132B
$22K 0.03%
475
USFR icon
131
WisdomTree Floating Rate Treasury Fund
USFR
$17.9B
$21.9K 0.03%
436
-99
LEN icon
132
Lennar Class A
LEN
$21.9B
$21K 0.03%
204
PGX icon
133
Invesco Preferred ETF
PGX
$3.92B
$20.9K 0.03%
1,861
HD icon
134
Home Depot
HD
$336B
$20.6K 0.03%
60
BLK icon
135
Blackrock
BLK
$159B
$20.3K 0.03%
19
CVX icon
136
Chevron
CVX
$375B
$19.7K 0.03%
129
SHEL icon
137
Shell
SHEL
$256B
$19K 0.03%
258
DHR icon
138
Danaher
DHR
$137B
$18.3K 0.03%
80
CB icon
139
Chubb
CB
$128B
$18.1K 0.03%
58
AXP icon
140
American Express
AXP
$223B
$17.4K 0.03%
47
QQQM icon
141
Invesco NASDAQ 100 ETF
QQQM
$76.7B
$17.3K 0.03%
68
RPM icon
142
RPM International
RPM
$13.5B
$17.1K 0.03%
164
ALC icon
143
Alcon
ALC
$38.8B
$16.2K 0.02%
205
CTRA icon
144
Coterra Energy
CTRA
$24.3B
$15.9K 0.02%
605
ADP icon
145
Automatic Data Processing
ADP
$80.7B
$15.7K 0.02%
61
IBM icon
146
IBM
IBM
$236B
$15.7K 0.02%
53
FISV
147
Fiserv Inc
FISV
$33.3B
$15.5K 0.02%
231
GLW icon
148
Corning
GLW
$143B
$14.9K 0.02%
170
LYG icon
149
Lloyds Banking Group
LYG
$81.3B
$14.7K 0.02%
2,771
BBVA icon
150
Banco Bilbao Vizcaya Argentaria
BBVA
$129B
$14.3K 0.02%
612