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
$519M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.02M
3
+$1.34M
4
MSFT icon
Microsoft
MSFT
+$1.09M
5
NVDA icon
NVIDIA
NVDA
+$730K

Top Sells

1
+$4.57M
2
+$1.93M
3
+$494K
4
PWR icon
Quanta Services
PWR
+$478K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$389K

Sector Composition

1 Technology 19.44%
2 Financials 14.04%
3 Consumer Discretionary 10.06%
4 Healthcare 9.54%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.63M 1.28%
19,868
+881
27
$6.47M 1.25%
38,207
+1,243
28
$5.97M 1.15%
119,644
+6,991
29
$5.8M 1.12%
153,073
+5,271
30
$5.7M 1.1%
212,073
-4,146
31
$5.67M 1.09%
26,581
+1,715
32
$5.31M 1.02%
345,000
-15,000
33
$4.95M 0.95%
28,275
+2,012
34
$4.95M 0.95%
243,060
+687
35
$4.93M 0.95%
111,514
+7,978
36
$4.89M 0.94%
6,410
+297
37
$4.7M 0.91%
15,604
+1,044
38
$4.69M 0.9%
9,292
+672
39
$4.67M 0.9%
22,752
+1,580
40
$4.27M 0.82%
28,712
-918
41
$4.02M 0.77%
144,804
+2,674
42
$3.92M 0.76%
8,615
+405
43
$3.89M 0.75%
18,914
-836
44
$3.89M 0.75%
29,850
+2,177
45
$3.83M 0.74%
+6,834
46
$3.75M 0.72%
89,402
+9,935
47
$3.67M 0.71%
78,972
+6,407
48
$3.32M 0.64%
34,360
+3,029
49
$2.81M 0.54%
14,239
+1,199
50
$2.79M 0.54%
10,738
+144
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