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
$270M
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.25M
3
+$1.09M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.03M
5
IAU icon
iShares Gold Trust
IAU
+$976K

Top Sells

1
+$1.55M
2
+$579K
3
+$308K
4
SHOP icon
Shopify
SHOP
+$291K
5
NSC icon
Norfolk Southern
NSC
+$239K

Sector Composition

1 Technology 16.03%
2 Healthcare 12.33%
3 Financials 9.47%
4 Industrials 9.28%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.71%
+423,800
52
$1.9M 0.7%
11,521
+1,168
53
$1.87M 0.69%
20,477
-52
54
$1.79M 0.66%
9,500
+149
55
$1.46M 0.54%
20,888
+3,053
56
$1.45M 0.54%
86,667
57
$1.43M 0.53%
18,550
+244
58
$1.28M 0.47%
14,941
+118
59
$1.24M 0.46%
17,378
-422
60
$1.14M 0.42%
39,603
+20,595
61
$1.1M 0.41%
7,177
+403
62
$1.06M 0.39%
2,814
+1,231
63
$1.03M 0.38%
+10,147
64
$987K 0.37%
23,719
+441
65
$976K 0.36%
+28,454
66
$965K 0.36%
8,860
+1,780
67
$859K 0.32%
17,987
+1,037
68
$812K 0.3%
2,898
-170
69
$796K 0.29%
3,024
+103
70
$779K 0.29%
4,522
+776
71
$764K 0.28%
9,924
+474
72
$745K 0.28%
7,553
+511
73
$730K 0.27%
29,978
+1,165
74
$719K 0.27%
38,360
-11
75
$712K 0.26%
13,802
+180
1 2
3
4 5