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
51
$983K 0.58%
6,631
+551
52
$845K 0.5%
2,693
+21
53
$843K 0.5%
3,896
+382
54
$837K 0.49%
8,395
+1,652
55
$829K 0.49%
16,545
-139
56
$811K 0.48%
3,447
-18
57
$786K 0.46%
2,215
+243
58
$767K 0.45%
21,148
-1,821
59
$727K 0.43%
12,084
60
$726K 0.43%
7,933
+867
61
$715K 0.42%
10,804
-1,365
62
$679K 0.4%
42,148
+302
63
$655K 0.39%
11,248
-2,701
64
$644K 0.38%
2,867
+316
65
$640K 0.38%
19,008
66
$605K 0.36%
14,756
+21
67
$550K 0.32%
12,960
+759
68
$530K 0.31%
1,941
-454
69
$504K 0.3%
8,963
70
$489K 0.29%
2,281
+1
71
$487K 0.29%
1,416
-72
72
$484K 0.29%
10,518
+144
73
$473K 0.28%
24,165
+1,587
74
$473K 0.28%
2,689
-69
75
$464K 0.27%
15,575
+8,915
1 2
3
4 5