RDWM
Red Door Wealth Management Portfolio holdings
AUM
$961M
1-Year Est. Return
21.73%
This Fund
S&P 500
1 Year Est. Return
+21.73%
AUM
$961M
AUM Growth
+$361K
(+0.04%)
Holding
317
Top Buys
| 1 | +$8.19M | |
| 2 | +$2.07M | |
| 3 | +$1.46M | |
| 4 |
SPDR Gold Trust
GLD
|
+$1.43M |
| 5 |
AT&T
T
|
+$938K |
Top Sells
| 1 | +$1.44M | |
| 2 | +$364K | |
| 3 | +$339K | |
| 4 |
Schwab US REIT ETF
SCHH
|
+$308K |
| 5 |
Woodward
WWD
|
+$284K |
Sector Composition
| 1 | Technology | 21.33% |
| 2 | Financials | 11.6% |
| 3 | Healthcare | 7.68% |
| 4 | Communication Services | 7.44% |
| 5 | Consumer Discretionary | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
SoFi Technologies
SOFI
$23.4B
| $136K | 0.01% |
+8,550
|
|
||
302
Westrock Coffee
WEST
$783M
| $119K | 0.01% |
28,000
+2,000
|
|
||
303
Community Health Systems
CYH
$383M
| $115K | 0.01% |
39,000
|
|
||
304
Ambev
ABEV
$50B
| $55.5K | 0.01% |
19,000
|
|
||
305
AMC Entertainment Holdings
AMC
$1.3B
| $26.6K | ﹤0.01% |
27,100
|
|
||
306
Heron Therapeutics
HRTX
$165M
| $15.1K | ﹤0.01% |
18,900
+8,500
|
|
||
|
BMNR
307
BitMine Immersion Technologies
BMNR
$11B
| – | – |
-8,365
|
|
||
|
308
Woodward
WWD
$20.9B
| – | – |
-939
|
|
||
|
TSE
309
DELISTED
Trinseo
TSE
| – | – |
-15,000
|
|
||
310
Shopify
SHOP
$154B
| – | – |
-1,732
|
|
||
|
311
Schwab US REIT ETF
SCHH
$9.97B
| – | – |
-14,738
|
|
||
312
Ryanair
RYAAY
$31.6B
| – | – |
-2,809
|
|
||
313
Rumble
RUM
$1.99B
| – | – |
-24,010
|
|
||
|
MRSH
314
Marsh
MRSH
$77.1B
| – | – |
-1,105
|
|
||
315
Robinhood
HOOD
$84.9B
| – | – |
-1,854
|
|
||
316
First Citizens BancShares
FCNCA
$23.1B
| – | – |
-103
|
|
||
317
A2Z Smart Technologies
AZ
$313M
| – | – |
-13,996
|
|