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
251
$255K 0.03%
+2,023
252
$252K 0.03%
+779
253
$250K 0.03%
+1,682
254
$249K 0.03%
3,121
255
$242K 0.03%
3,003
-103
256
$240K 0.03%
1,662
-101
257
$237K 0.03%
939
+111
258
$235K 0.03%
672
+1
259
$235K 0.02%
+1,400
260
$232K 0.02%
6,966
261
$230K 0.02%
2,794
262
$230K 0.02%
2,042
-225
263
$229K 0.02%
+8,650
264
$228K 0.02%
1,086
265
$227K 0.02%
+3,796
266
$227K 0.02%
1,054
+20
267
$227K 0.02%
1,398
-5
268
$224K 0.02%
1,113
-4,543
269
$224K 0.02%
817
-296
270
$219K 0.02%
842
-236
271
$217K 0.02%
+1,299
272
$217K 0.02%
8,519
-253
273
$217K 0.02%
2,606
274
$215K 0.02%
1,370
+153
275
$210K 0.02%
1,208
+8
9 10
11
12 13