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
BX icon
126
Blackstone
BX
$113B
$29.6K 0.04%
173
VOO icon
127
Vanguard S&P 500 ETF
VOO
$798B
$29.4K 0.04%
48
CTVA icon
128
Corteva
CTVA
$45B
$29.1K 0.04%
430
USFR icon
129
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
$26.9K 0.04%
535
WFC icon
130
Wells Fargo
WFC
$268B
$26.8K 0.04%
320
AMAT icon
131
Applied Materials
AMAT
$203B
$25.8K 0.04%
126
LEN icon
132
Lennar Class A
LEN
$32.2B
$25.7K 0.04%
204
HD icon
133
Home Depot
HD
$356B
$24.3K 0.03%
60
PSX icon
134
Phillips 66
PSX
$56.3B
$23.7K 0.03%
174
AON icon
135
Aon
AON
$75.5B
$22.8K 0.03%
64
LRCX icon
136
Lam Research
LRCX
$194B
$22.8K 0.03%
170
MS icon
137
Morgan Stanley
MS
$268B
$22.6K 0.03%
142
BLK icon
138
Blackrock
BLK
$161B
$22.2K 0.03%
19
PGX icon
139
Invesco Preferred ETF
PGX
$3.88B
$21.6K 0.03%
1,861
CSCO icon
140
Cisco
CSCO
$300B
$21.5K 0.03%
314
ISRG icon
141
Intuitive Surgical
ISRG
$201B
$20.1K 0.03%
45
CVX icon
142
Chevron
CVX
$305B
$20K 0.03%
129
UNH icon
143
UnitedHealth
UNH
$293B
$20K 0.03%
58
-57
UBS icon
144
UBS Group
UBS
$120B
$19.5K 0.03%
475
RPM icon
145
RPM International
RPM
$13.7B
$19.3K 0.03%
164
MRK icon
146
Merck
MRK
$253B
$18.6K 0.03%
222
-124
SHEL icon
147
Shell
SHEL
$213B
$18.5K 0.03%
258
RACE icon
148
Ferrari
RACE
$68.6B
$18K 0.03%
37
ADP icon
149
Automatic Data Processing
ADP
$103B
$17.9K 0.02%
61
+37
TTD icon
150
Trade Desk
TTD
$19.1B
$17.2K 0.02%
+351