RDWM
Red Door Wealth Management Portfolio holdings
AUM
$961M
1-Year Est. Return
21.39%
This Fund
S&P 500
1 Year Est. Return
+21.39%
AUM
$961M
AUM Growth
+$19.6M
(+2.1%)
Holding
306
Top Buys
| 1 | +$9.65M | |
| 2 | +$4.3M | |
| 3 | +$2.66M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.85M |
| 5 |
Amazon
AMZN
|
+$1.6M |
Top Sells
| 1 | +$7.51M | |
| 2 | +$2.13M | |
| 3 | +$1.87M | |
| 4 |
Blackstone
BX
|
+$1.62M |
| 5 |
UnitedHealth
UNH
|
+$1.55M |
Sector Composition
| 1 | Technology | 23.15% |
| 2 | Financials | 12.74% |
| 3 | Communication Services | 7.81% |
| 4 | Consumer Discretionary | 7.45% |
| 5 | Healthcare | 7.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
RH
RH
$3.11B
| – | – |
-1,000
|
|
||
302
Super Micro Computer
SMCI
$19.4B
| – | – |
-5,608
|
|
||
303
SoFi Technologies
SOFI
$22.6B
| – | – |
-8,650
|
|
||
304
Sysco
SYY
$43.7B
| – | – |
-2,794
|
|
||
|
OKLO
305
Oklo
OKLO
$9.84B
| – | – |
-3,410
|
|
||
|
TEM
306
Tempus AI
TEM
$9.52B
| – | – |
-3,003
|
|