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
$90B
$14.1K 0.02%
+7
RACE icon
152
Ferrari
RACE
$64B
$14K 0.02%
38
+1
SAP icon
153
SAP
SAP
$229B
$13.8K 0.02%
57
SAN icon
154
Banco Santander
SAN
$175B
$13.8K 0.02%
1,176
VTI icon
155
Vanguard Total Stock Market ETF
VTI
$583B
$13.7K 0.02%
41
NVO icon
156
Novo Nordisk
NVO
$167B
$13.6K 0.02%
268
UL icon
157
Unilever
UL
$156B
$13.6K 0.02%
208
-1
TJX icon
158
TJX Companies
TJX
$177B
$13.5K 0.02%
88
C icon
159
Citigroup
C
$195B
$13.4K 0.02%
115
SPHR icon
160
Sphere Entertainment
SPHR
$4.08B
$13.4K 0.02%
141
-32
TMO icon
161
Thermo Fisher Scientific
TMO
$191B
$13.3K 0.02%
23
CRM icon
162
Salesforce
CRM
$181B
$13.2K 0.02%
50
SBUX icon
163
Starbucks
SBUX
$110B
$13.2K 0.02%
157
SNY icon
164
Sanofi
SNY
$115B
$13.1K 0.02%
271
CCL icon
165
Carnival Corp
CCL
$40.4B
$13.1K 0.02%
430
KLAC icon
166
KLA
KLAC
$201B
$12.2K 0.02%
10
APH icon
167
Amphenol
APH
$166B
$11.9K 0.02%
88
FERG icon
168
Ferguson
FERG
$51.7B
$11.8K 0.02%
53
LMT icon
169
Lockheed Martin
LMT
$156B
$11.6K 0.02%
24
MCK icon
170
McKesson
MCK
$121B
$11.5K 0.02%
14
RELX icon
171
RELX
RELX
$62.5B
$11.4K 0.02%
281
NWG icon
172
NatWest
NWG
$64.8B
$11.3K 0.02%
648
GEV icon
173
GE Vernova
GEV
$236B
$11.1K 0.02%
17
TTD icon
174
Trade Desk
TTD
$11.7B
$10.9K 0.02%
286
-65
LOW icon
175
Lowe's Companies
LOW
$144B
$10.9K 0.02%
45