RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$942M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.38M
3
+$7.69M
4
T icon
AT&T
T
+$2.22M
5
META icon
Meta Platforms (Facebook)
META
+$1.73M

Top Sells

1
+$8.56M
2
+$5.92M
3
+$1.65M
4
HDV
iShares Core High Dividend ETF
HDV
+$1.47M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.35M

Sector Composition

1 Technology 24.05%
2 Financials 13.24%
3 Consumer Discretionary 8.09%
4 Healthcare 7.6%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$290K 0.03%
840
227
$288K 0.03%
5,051
-124
228
$285K 0.03%
+5,373
229
$285K 0.03%
1,501
230
$283K 0.03%
3,039
+8
231
$281K 0.03%
2,129
232
$281K 0.03%
2,320
+267
233
$280K 0.03%
3,507
234
$279K 0.03%
1,929
235
$277K 0.03%
+3,281
236
$276K 0.03%
16,099
+494
237
$272K 0.03%
3,240
238
$272K 0.03%
6,943
+164
239
$272K 0.03%
+3,825
240
$272K 0.03%
14,267
+3,000
241
$272K 0.03%
+3,605
242
$270K 0.03%
326
243
$269K 0.03%
729
244
$269K 0.03%
5,608
+10
245
$267K 0.03%
345
-16
246
$264K 0.03%
8,798
+2,253
247
$263K 0.03%
7,000
248
$258K 0.03%
563
249
$257K 0.03%
3,180
+8
250
$256K 0.03%
11,780
+272
8 9
10
11 12