RDWM
Red Door Wealth Management Portfolio holdings
AUM
$942M
1-Year Est. Return
22.03%
1 Year Est. Return
+22.03%
AUM
$838M
AUM Growth
+$161M
(+24%)
Holding
287
Top Buys
| 1 | +$15.2M | |
| 2 | +$9M | |
| 3 | +$7.3M | |
| 4 |
Apple
AAPL
|
+$5.98M |
| 5 |
Microsoft
MSFT
|
+$3.67M |
Top Sells
| 1 | +$2.18M | |
| 2 | +$1.46M | |
| 3 | +$453K | |
| 4 |
iShares US Healthcare ETF
IYH
|
+$319K |
| 5 |
Becton Dickinson
BDX
|
+$258K |
Sector Composition
| 1 | Technology | 22.75% |
| 2 | Financials | 14.14% |
| 3 | Consumer Discretionary | 8.26% |
| 4 | Healthcare | 7.39% |
| 5 | Consumer Staples | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Raymond James Financial
RJF
$31.9B
| – | – |
-3,264
|
|
||
277
Invesco Preferred ETF
PGX
$3.91B
| – | – |
-14,000
|
|
||
278
Nordic American Tanker
NAT
$716M
| – | – |
-16,000
|
|
||
|
279
iShares US Healthcare ETF
IYH
$2.9B
| – | – |
-5,235
|
|
||
280
Hanesbrands
HBI
$2.43B
| – | – |
-22,654
|
|
||
281
FTAI Aviation
FTAI
$17.4B
| – | – |
-2,090
|
|
||
282
Schwab Fundamental US Large Company Index ETF
FNDX
$20.7B
| – | – |
-10,437
|
|
||
283
Consolidated Edison
ED
$36.5B
| – | – |
-1,859
|
|
||
284
Celsius Holdings
CELH
$16.6B
| – | – |
-1,923
|
|
||
285
Brown & Brown
BRO
$28.8B
| – | – |
-1,684
|
|
||
|
286
Becton Dickinson
BDX
$53.1B
| – | – |
-1,127
|
|
||
287
AMC Entertainment Holdings
AMC
$1.41B
| – | – |
-29,000
|
|