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
51
$2.72M 0.52%
47,654
52
$2.59M 0.5%
22,285
+1,966
53
$2.48M 0.48%
18,900
-127
54
$2.46M 0.47%
36,649
+4,770
55
$2.45M 0.47%
16,241
+174
56
$2.29M 0.44%
84,453
-7,995
57
$2.11M 0.41%
12,469
58
$1.99M 0.38%
114,862
59
$1.91M 0.37%
86,667
60
$1.87M 0.36%
10,284
+1,777
61
$1.82M 0.35%
3,755
+494
62
$1.8M 0.35%
20,301
+1,751
63
$1.72M 0.33%
28,260
-1,600
64
$1.71M 0.33%
18,674
+1,622
65
$1.63M 0.31%
3,122
+376
66
$1.56M 0.3%
25,179
+10,322
67
$1.53M 0.29%
3,445
+1,247
68
$1.46M 0.28%
49,989
+3,443
69
$1.42M 0.27%
1,827
-299
70
$1.37M 0.26%
11,345
+46
71
$1.32M 0.25%
12,000
72
$1.25M 0.24%
3,435
+102
73
$1.19M 0.23%
2,485
-809
74
$1.1M 0.21%
13,736
-1,241
75
$1.05M 0.2%
13,890
1 2
3
4 5