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
$68.2M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$958K
2 +$891K
3 +$841K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$735K
5
RVRB icon
Reverb ETF
RVRB
+$573K

Sector Composition

1 Financials 15.26%
2 Industrials 6.91%
3 Consumer Discretionary 4.7%
4 Technology 2.79%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MLM icon
126
Martin Marietta Materials
MLM
$37.1B
$27.4K 0.04%
+50
MRK icon
127
Merck
MRK
$253B
$27.4K 0.04%
346
+124
VOO icon
128
Vanguard S&P 500 ETF
VOO
$798B
$27.3K 0.04%
48
-8
USFR icon
129
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
$26.9K 0.04%
535
-4,402
BX icon
130
Blackstone
BX
$113B
$25.9K 0.04%
+173
WFC icon
131
Wells Fargo
WFC
$268B
$25.6K 0.04%
320
+243
GD icon
132
General Dynamics
GD
$89.8B
$25.4K 0.04%
87
+74
ISRG icon
133
Intuitive Surgical
ISRG
$201B
$24.5K 0.04%
+45
DHR icon
134
Danaher
DHR
$158B
$23.7K 0.03%
+120
AMAT icon
135
Applied Materials
AMAT
$203B
$23.1K 0.03%
+126
AON icon
136
Aon
AON
$75.5B
$22.8K 0.03%
+64
LEN icon
137
Lennar Class A
LEN
$32.2B
$22.6K 0.03%
+204
HD icon
138
Home Depot
HD
$356B
$22K 0.03%
+60
CSCO icon
139
Cisco
CSCO
$300B
$21.8K 0.03%
314
+203
PSX icon
140
Phillips 66
PSX
$56.3B
$20.8K 0.03%
+174
PGX icon
141
Invesco Preferred ETF
PGX
$3.88B
$20.7K 0.03%
1,861
MS icon
142
Morgan Stanley
MS
$268B
$20K 0.03%
+142
BLK icon
143
Blackrock
BLK
$161B
$19.9K 0.03%
19
ABBV icon
144
AbbVie
ABBV
$398B
$18.7K 0.03%
+101
CMCSA icon
145
Comcast
CMCSA
$96.9B
$18.5K 0.03%
519
+300
NVO icon
146
Novo Nordisk
NVO
$215B
$18.5K 0.03%
+268
CVX icon
147
Chevron
CVX
$305B
$18.5K 0.03%
+129
SHEL icon
148
Shell
SHEL
$213B
$18.2K 0.03%
+258
RACE icon
149
Ferrari
RACE
$68.6B
$18.2K 0.03%
37
+15
ALC icon
150
Alcon
ALC
$38.4B
$18.1K 0.03%
+205