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
C icon
176
Citigroup
C
$188B
$11.7K 0.02%
115
LOW icon
177
Lowe's Companies
LOW
$129B
$11.3K 0.02%
45
TMO icon
178
Thermo Fisher Scientific
TMO
$176B
$11.2K 0.02%
23
SYK icon
179
Stryker
SYK
$125B
$11.1K 0.02%
30
SONY icon
180
Sony
SONY
$118B
$10.9K 0.02%
380
APH icon
181
Amphenol
APH
$152B
$10.9K 0.02%
88
MCK icon
182
McKesson
MCK
$105B
$10.8K 0.02%
14
KLAC icon
183
KLA
KLAC
$189B
$10.8K 0.02%
10
UBER icon
184
Uber
UBER
$141B
$10.8K 0.02%
110
SPHR icon
185
Sphere Entertainment
SPHR
$3.79B
$10.7K 0.02%
173
SPG icon
186
Simon Property Group
SPG
$58.6B
$10.5K 0.01%
56
GEV icon
187
GE Vernova
GEV
$230B
$10.5K 0.01%
17
NKE icon
188
Nike
NKE
$76B
$10.3K 0.01%
148
SO icon
189
Southern Company
SO
$107B
$9.95K 0.01%
105
MPC icon
190
Marathon Petroleum
MPC
$74.2B
$9.64K 0.01%
50
URI icon
191
United Rentals
URI
$46.2B
$9.55K 0.01%
10
CDNS icon
192
Cadence Design Systems
CDNS
$75B
$9.48K 0.01%
27
TEL icon
193
TE Connectivity
TEL
$59.3B
$9.44K 0.01%
43
ICE icon
194
Intercontinental Exchange
ICE
$86.7B
$9.27K 0.01%
55
NOW icon
195
ServiceNow
NOW
$104B
$9.2K 0.01%
50
NWG icon
196
NatWest
NWG
$56.9B
$9.17K 0.01%
648
SMFG icon
197
Sumitomo Mitsui Financial
SMFG
$121B
$9.04K 0.01%
540
RTX icon
198
RTX Corp
RTX
$255B
$9.04K 0.01%
54
AMGN icon
199
Amgen
AMGN
$188B
$9.03K 0.01%
32
HCA icon
200
HCA Healthcare
HCA
$105B
$8.95K 0.01%
21