RDWM
Red Door Wealth Management Portfolio holdings
AUM
$838M
1-Year Return
19.35%
This Quarter Return
+0.12%
1 Year Return
+19.35%
3 Year Return
+84.98%
5 Year Return
+143.12%
10 Year Return
–
AUM
$261M
AUM Growth
+$4.24M
(+1.6%)
Cap. Flow
+$4.42M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
31.43%
Holding
672
New
2
Increased
100
Reduced
31
Closed
511
Top Buys
| 1 |
United Parcel Service
UPS
|
$5.51M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.04M |
| 3 |
CORZ
Core Scientific, Inc. Common Stock
CORZ
|
$918K |
| 4 |
Amazon
AMZN
|
$687K |
| 5 |
Microsoft
MSFT
|
$609K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$749K |
| 2 |
AutoZone
AZO
|
$679K |
| 3 |
Starwood Property Trust
STWD
|
$204K |
| 4 |
Canadian Pacific Kansas City
CP
|
$203K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$202K |
Sector Composition
| 1 | Technology | 17.1% |
| 2 | Financials | 10.67% |
| 3 | Healthcare | 8.8% |
| 4 | Industrials | 7.72% |
| 5 | Communication Services | 6.98% |
