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
+$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
Kura Sushi USA
KRUS
$651M
| – | – |
-3,420
|
|
||
302
Humana
HUM
$27.6B
| – | – |
-771
|
|
||
303
Global Payments
GPN
$18.7B
| – | – |
-2,606
|
|
||
|
FISV
304
Fiserv Inc
FISV
$33.4B
| – | – |
-5,746
|
|
||
305
Air Products & Chemicals
APD
$66.8B
| – | – |
-2,218
|
|
||
306
Archer Daniels Midland
ADM
$35.1B
| – | – |
-3,447
|
|