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
$71.8M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Sells

1 +$596K
2 +$537K
3 +$298K
4
UHAL icon
U-Haul Holding Co
UHAL
+$156K
5
BCO icon
Brink's
BCO
+$152K

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
$66.5B
$16.8K 0.02%
+68
CB icon
152
Chubb
CB
$125B
$16.4K 0.02%
58
DHR icon
153
Danaher
DHR
$128B
$15.9K 0.02%
80
-40
AXP icon
154
American Express
AXP
$200B
$15.6K 0.02%
47
ALC icon
155
Alcon
ALC
$35.7B
$15.3K 0.02%
205
SAP icon
156
SAP
SAP
$192B
$15.2K 0.02%
57
IBM icon
157
IBM
IBM
$222B
$15K 0.02%
53
NVO icon
158
Novo Nordisk
NVO
$160B
$14.9K 0.02%
268
GOOG icon
159
Alphabet (Google) Class C
GOOG
$3.31T
$14.6K 0.02%
60
-161
CTRA icon
160
Coterra Energy
CTRA
$27.6B
$14.3K 0.02%
605
GLW icon
161
Corning
GLW
$118B
$13.9K 0.02%
170
UL icon
162
Unilever
UL
$130B
$13.9K 0.02%
209
VTI icon
163
Vanguard Total Stock Market ETF
VTI
$542B
$13.5K 0.02%
41
RELX icon
164
RELX
RELX
$57.3B
$13.4K 0.02%
281
SBUX icon
165
Starbucks
SBUX
$98.9B
$13.3K 0.02%
157
SNY icon
166
Sanofi
SNY
$113B
$12.8K 0.02%
271
TJX icon
167
TJX Companies
TJX
$172B
$12.7K 0.02%
88
LYG icon
168
Lloyds Banking Group
LYG
$70.7B
$12.6K 0.02%
2,771
CCL icon
169
Carnival Corp
CCL
$33.5B
$12.4K 0.02%
430
SAN icon
170
Banco Santander
SAN
$154B
$12.3K 0.02%
1,176
LMT icon
171
Lockheed Martin
LMT
$142B
$12K 0.02%
24
FERG icon
172
Ferguson
FERG
$45.1B
$11.9K 0.02%
53
CRM icon
173
Salesforce
CRM
$166B
$11.8K 0.02%
50
ACN icon
174
Accenture
ACN
$118B
$11.8K 0.02%
48
-148
BBVA icon
175
Banco Bilbao Vizcaya Argentaria
BBVA
$116B
$11.8K 0.02%
612