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
$942M
AUM Growth
+$104M
(+12%)
Holding
304
Top Buys
| 1 | +$12.9M | |
| 2 | +$9.38M | |
| 3 | +$7.69M | |
| 4 |
AT&T
T
|
+$2.22M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.73M |
Top Sells
| 1 | +$8.56M | |
| 2 | +$5.91M | |
| 3 | +$1.65M | |
| 4 |
HDV
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
Triumph Financial Inc
TFIN
$1.37B
| – | – |
-3,725
|
|
||
302
Target
TGT
$53B
| – | – |
-2,283
|
|
||
303
Trane Technologies
TT
$93.3B
| – | – |
-463
|
|
||
|
VXRT
304
DELISTED
Vaxart
VXRT
| – | – |
-10,100
|
|