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
MELI icon
151
Mercado Libre
MELI
$86B
$14.1K 0.02%
+7
RACE icon
152
Ferrari
RACE
$59.9B
$14K 0.02%
38
+1
SAP icon
153
SAP
SAP
$212B
$13.8K 0.02%
57
SAN icon
154
Banco Santander
SAN
$180B
$13.8K 0.02%
1,176
VTI icon
155
Vanguard Total Stock Market ETF
VTI
$657B
$13.7K 0.02%
41
NVO
156
Novo Nordisk
NVO
$202B
$13.6K 0.02%
268
UL icon
157
Unilever
UL
$122B
$13.6K 0.02%
208
-1
TJX icon
158
TJX Companies
TJX
$171B
$13.5K 0.02%
88
C icon
159
Citigroup
C
$215B
$13.4K 0.02%
115
SPHR icon
160
Sphere Entertainment
SPHR
$4.96B
$13.4K 0.02%
141
-32
TMO icon
161
Thermo Fisher Scientific
TMO
$183B
$13.3K 0.02%
23
CRM icon
162
Salesforce
CRM
$157B
$13.2K 0.02%
50
SBUX icon
163
Starbucks
SBUX
$113B
$13.2K 0.02%
157
SNY icon
164
Sanofi
SNY
$105B
$13.1K 0.02%
271
CCL icon
165
Carnival Corporation Ltd
CCL
$38.9B
$13.1K 0.02%
430
KLAC icon
166
KLA
KLAC
$251B
$12.2K 0.02%
10
APH icon
167
Amphenol
APH
$183B
$11.9K 0.02%
88
FERG icon
168
Ferguson
FERG
$43.8B
$11.8K 0.02%
53
LMT icon
169
Lockheed Martin
LMT
$122B
$11.6K 0.02%
24
MCK icon
170
McKesson
MCK
$89.2B
$11.5K 0.02%
14
RELX icon
171
RELX
RELX
$57.9B
$11.4K 0.02%
281
NWG icon
172
NatWest
NWG
$63.9B
$11.3K 0.02%
648
GEV icon
173
GE Vernova
GEV
$260B
$11.1K 0.02%
17
TTD icon
174
Trade Desk
TTD
$10.1B
$10.9K 0.02%
286
-65
LOW icon
175
Lowe's Companies
LOW
$120B
$10.9K 0.02%
45