RDWM
Red Door Wealth Management Portfolio holdings
AUM
$942M
1-Year Est. Return
22.03%
1 Year Est. Return
+22.03%
AUM
$942M
AUM Growth
+$104M
(+12%)
Holding
304
Top Sells
| 1 | +$9.05M | |
| 2 | +$5.62M | |
| 3 | +$1.65M | |
| 4 |
iShares Core High Dividend ETF
HDV
|
+$1.47M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.56B
| – | – |
-38,687
|
|
||
|
302
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.23B
| – | – |
-105,722
|
|
||
|
303
Core Scientific
CORZ
$5.84B
| – | – |
-96,485
|
|
||
304
Baxter International
BAX
$11.9B
| – | – |
-7,240
|
|