RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$942M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.38M
3
+$7.69M
4
T icon
AT&T
T
+$2.22M
5
META icon
Meta Platforms (Facebook)
META
+$1.73M

Top Sells

1
+$8.56M
2
+$5.92M
3
+$1.65M
4
HDV
iShares Core High Dividend ETF
HDV
+$1.47M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.35M

Sector Composition

1 Technology 24.05%
2 Financials 13.24%
3 Consumer Discretionary 8.09%
4 Healthcare 7.6%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5M 0.53%
35,779
-1
52
$4.99M 0.53%
14,147
-695
53
$4.84M 0.51%
13,609
-197
54
$4.78M 0.51%
24,857
-863
55
$4.56M 0.48%
147,599
-6,010
56
$4.53M 0.48%
67,525
+1,961
57
$4.22M 0.45%
12,853
-9
58
$3.82M 0.41%
52,539
+6,935
59
$3.7M 0.39%
13,254
+1,675
60
$3.6M 0.38%
109,785
+36,868
61
$3.55M 0.38%
17,454
+6,076
62
$3.53M 0.37%
48,688
+1,034
63
$3.45M 0.37%
12,277
+3,819
64
$3.43M 0.36%
28,620
+40
65
$3.4M 0.36%
114,862
-381
66
$3.2M 0.34%
4,808
+347
67
$3.08M 0.33%
109,054
+78,037
68
$2.97M 0.31%
6,667
+1,704
69
$2.65M 0.28%
27,805
+25
70
$2.62M 0.28%
16,129
-2,403
71
$2.6M 0.28%
7,826
-2
72
$2.52M 0.27%
3,303
+866
73
$2.32M 0.25%
78,152
-3,784
74
$2.29M 0.24%
24,116
+5,377
75
$2.23M 0.24%
86,728
1 2
3
4 5