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RDWM
Red Door Wealth Management Portfolio holdings
AUM
$1.1B
1-Year Est. Return
31.77%
This Fund
S&P 500
This Quarter
Est. Return
+19.09%
1 Year Est. Return
+31.77%
3 Year Est. Return
+100.26%
5 Year Est. Return
+126.9%
10 Year Est. Return
–
AUM
$1.1B
AUM Growth
+$134M
(+14%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
2.09%
Top 10 Holdings %
Top 10 Hldgs %
37.16%
Holding
340
New
34
Increased
182
Reduced
69
Closed
20
Top Buys
| 1 |
Cintas
CTAS
|
+$11.4M |
| 2 |
B
Barrick Mining
B
|
+$9.69M |
| 3 |
ConocoPhillips
COP
|
+$7.16M |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$6.87M |
| 5 |
O'Reilly Automotive
ORLY
|
+$6.61M |
Top Sells
| 1 |
FedEx
FDX
|
+$11.8M |
| 2 |
Johnson & Johnson
JNJ
|
+$8.49M |
| 3 |
ExxonMobil
XOM
|
+$8.28M |
| 4 |
Darling Ingredients
DAR
|
+$6.46M |
| 5 |
Prologis
PLD
|
+$6.18M |
Sector Composition
| 1 | Technology | 25.3% |
| 2 | Financials | 11.22% |
| 3 | Consumer Discretionary | 7.33% |
| 4 | Communication Services | 7% |
| 5 | Healthcare | 6.76% |
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