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
$601M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.8M
3
+$1.77M
4
DAR icon
Darling Ingredients
DAR
+$972K
5
HD icon
Home Depot
HD
+$715K

Top Sells

1
+$6.45M
2
+$6.33M
3
+$5.93M
4
GLD icon
SPDR Gold Trust
GLD
+$2.25M
5
NVDA icon
NVIDIA
NVDA
+$1.73M

Sector Composition

1 Technology 20.55%
2 Financials 13.91%
3 Consumer Discretionary 9.7%
4 Healthcare 9.6%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.29M 1.21%
42,884
+1,923
27
$7.18M 1.19%
134,906
+6,400
28
$6.64M 1.11%
167,431
+6,171
29
$6.64M 1.1%
7,420
+456
30
$6.26M 1.04%
30,162
+1,693
31
$6.23M 1.04%
220,974
+6,126
32
$5.87M 0.98%
36,964
-39,850
33
$5.75M 0.96%
9,833
+497
34
$5.65M 0.94%
10,904
+710
35
$5.59M 0.93%
32,868
+2,142
36
$5.42M 0.9%
244,257
+969
37
$5.41M 0.9%
26,165
+1,569
38
$5.26M 0.88%
19,229
+1,577
39
$4.87M 0.81%
96,430
-10,318
40
$4.78M 0.79%
106,337
+7,968
41
$4.74M 0.79%
163,770
+8,001
42
$4.62M 0.77%
40,059
+2,799
43
$4.59M 0.76%
8,254
+620
44
$4.49M 0.75%
35,569
+2,125
45
$4.35M 0.72%
117,002
+26,161
46
$4.09M 0.68%
17,606
+1,263
47
$3.53M 0.59%
45,217
+3,724
48
$3.45M 0.57%
95,351
+11,722
49
$3.23M 0.54%
137,807
+12,403
50
$3.05M 0.51%
10,755
-255
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