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
51
$3.02M 0.5%
245,000
-75,000
52
$2.96M 0.49%
47,654
53
$2.95M 0.49%
19,237
-103
54
$2.79M 0.46%
16,844
-138
55
$2.77M 0.46%
23,638
+53
56
$2.51M 0.42%
13,982
+1,340
57
$2.49M 0.41%
10,261
-9,253
58
$2.4M 0.4%
4,178
+683
59
$2.38M 0.4%
25,728
+5,427
60
$2.34M 0.39%
114,862
61
$2.16M 0.36%
10,935
+785
62
$2.16M 0.36%
17,760
+563
63
$2.08M 0.35%
2,937
+151
64
$2.04M 0.34%
73,551
-3,549
65
$2.03M 0.34%
86,667
66
$1.91M 0.32%
3,333
-478
67
$1.87M 0.31%
3,543
+1,176
68
$1.85M 0.31%
3,800
+462
69
$1.81M 0.3%
2,045
+124
70
$1.62M 0.27%
32,600
+2,292
71
$1.47M 0.24%
11,473
+47
72
$1.41M 0.23%
12,000
73
$1.3M 0.22%
14,459
+533
74
$1.3M 0.22%
14,287
+674
75
$1.29M 0.21%
4,748
+710
1 2
3
4 5