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
QQQM icon
151
Invesco NASDAQ 100 ETF
QQQM
$69.9B
$16.8K 0.02%
+68
CB icon
152
Chubb
CB
$116B
$16.4K 0.02%
58
DHR icon
153
Danaher
DHR
$158B
$15.9K 0.02%
80
-40
AXP icon
154
American Express
AXP
$248B
$15.6K 0.02%
47
ALC icon
155
Alcon
ALC
$38.4B
$15.3K 0.02%
205
SAP icon
156
SAP
SAP
$282B
$15.2K 0.02%
57
IBM icon
157
IBM
IBM
$286B
$15K 0.02%
53
NVO icon
158
Novo Nordisk
NVO
$215B
$14.9K 0.02%
268
GOOG icon
159
Alphabet (Google) Class C
GOOG
$3.8T
$14.6K 0.02%
60
-161
CTRA icon
160
Coterra Energy
CTRA
$20.5B
$14.3K 0.02%
605
GLW icon
161
Corning
GLW
$71.1B
$13.9K 0.02%
170
UL icon
162
Unilever
UL
$148B
$13.9K 0.02%
235
VTI icon
163
Vanguard Total Stock Market ETF
VTI
$562B
$13.5K 0.02%
41
RELX icon
164
RELX
RELX
$72.2B
$13.4K 0.02%
281
SBUX icon
165
Starbucks
SBUX
$96.6B
$13.3K 0.02%
157
SNY icon
166
Sanofi
SNY
$121B
$12.8K 0.02%
271
TJX icon
167
TJX Companies
TJX
$168B
$12.7K 0.02%
88
LYG icon
168
Lloyds Banking Group
LYG
$74.3B
$12.6K 0.02%
2,771
CCL icon
169
Carnival Corp
CCL
$34B
$12.4K 0.02%
430
SAN icon
170
Banco Santander
SAN
$159B
$12.3K 0.02%
1,176
LMT icon
171
Lockheed Martin
LMT
$102B
$12K 0.02%
24
FERG icon
172
Ferguson
FERG
$50.5B
$11.9K 0.02%
53
CRM icon
173
Salesforce
CRM
$222B
$11.8K 0.02%
50
ACN icon
174
Accenture
ACN
$160B
$11.8K 0.02%
48
-148
BBVA icon
175
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
$11.8K 0.02%
612