RDWM

Red Door Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 22.03%
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$3.03M
3
+$1.27M
4
NVDA icon
NVIDIA
NVDA
+$1.13M
5
NOW icon
ServiceNow
NOW
+$1.11M

Top Sells

1
+$793K
2
+$762K
3
+$652K
4
C icon
Citigroup
C
+$643K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$221K

Sector Composition

1 Technology 16.4%
2 Financials 9.71%
3 Healthcare 8.6%
4 Consumer Discretionary 7.6%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.26%
9,732
+582
27
$2.11M 1.24%
47,093
+2,393
28
$2.06M 1.22%
7,774
+469
29
$1.87M 1.1%
61,761
+3,100
30
$1.7M 1%
35,439
+1,512
31
$1.7M 1%
28,847
+1,660
32
$1.65M 0.97%
7,757
+584
33
$1.65M 0.97%
4,366
+292
34
$1.61M 0.95%
9,765
+608
35
$1.59M 0.94%
6,812
+5,406
36
$1.56M 0.92%
48,035
-690
37
$1.55M 0.91%
26,828
-84
38
$1.49M 0.88%
19,051
+2,257
39
$1.36M 0.8%
91,113
40
$1.31M 0.77%
18,634
41
$1.3M 0.77%
20,131
-594
42
$1.16M 0.69%
1,879
+239
43
$1.13M 0.67%
+86,720
44
$1.13M 0.67%
9,579
+596
45
$1.12M 0.66%
51,542
-3,227
46
$1.11M 0.65%
+2,012
47
$1.06M 0.63%
17,293
-162
48
$1.05M 0.62%
2,096
+377
49
$1.03M 0.61%
12,224
+529
50
$1M 0.59%
+4,504
1
2
3 4 5