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
RPM icon
151
RPM International
RPM
$13.7B
$18K 0.03%
+164
SAP icon
152
SAP
SAP
$282B
$17.3K 0.03%
+57
CB icon
153
Chubb
CB
$116B
$16.8K 0.02%
58
+30
LRCX icon
154
Lam Research
LRCX
$194B
$16.5K 0.02%
+170
UBS icon
155
UBS Group
UBS
$120B
$16.1K 0.02%
+475
IBM icon
156
IBM
IBM
$286B
$15.6K 0.02%
+53
CTRA icon
157
Coterra Energy
CTRA
$20.5B
$15.4K 0.02%
+605
RELX icon
158
RELX
RELX
$72.2B
$15.3K 0.02%
+281
AXP icon
159
American Express
AXP
$248B
$15K 0.02%
47
+40
PEP icon
160
PepsiCo
PEP
$204B
$14.4K 0.02%
109
+81
SBUX icon
161
Starbucks
SBUX
$96.6B
$14.4K 0.02%
157
+78
UL icon
162
Unilever
UL
$148B
$14.4K 0.02%
235
+158
CRM icon
163
Salesforce
CRM
$222B
$13.6K 0.02%
+50
SNY icon
164
Sanofi
SNY
$121B
$13.1K 0.02%
271
+228
VTI icon
165
Vanguard Total Stock Market ETF
VTI
$562B
$12.5K 0.02%
41
CCL icon
166
Carnival Corp
CCL
$34B
$12.1K 0.02%
430
SYK icon
167
Stryker
SYK
$142B
$11.9K 0.02%
+30
LYG icon
168
Lloyds Banking Group
LYG
$74.3B
$11.8K 0.02%
+2,771
BKNG icon
169
Booking.com
BKNG
$158B
$11.6K 0.02%
2
FERG icon
170
Ferguson
FERG
$50.5B
$11.5K 0.02%
+53
LMT icon
171
Lockheed Martin
LMT
$102B
$11.1K 0.02%
24
+18
TJX icon
172
TJX Companies
TJX
$168B
$10.9K 0.02%
+88
NKE icon
173
Nike
NKE
$96.7B
$10.5K 0.02%
148
NOW icon
174
ServiceNow
NOW
$171B
$10.3K 0.02%
+10
UBER icon
175
Uber
UBER
$180B
$10.3K 0.02%
+110