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
76
$462K 0.27%
2,879
77
$446K 0.26%
24,796
-1,874
78
$435K 0.26%
1,869
-45
79
$432K 0.25%
3,820
+190
80
$426K 0.25%
10,344
-18,491
81
$423K 0.25%
6,813
-202
82
$369K 0.22%
3,448
+228
83
$342K 0.2%
4,129
-563
84
$334K 0.2%
2,744
85
$298K 0.18%
4,161
-473
86
$293K 0.17%
1,158
87
$290K 0.17%
3,611
88
$282K 0.17%
5,134
-409
89
$282K 0.17%
5,970
-1,240
90
$278K 0.16%
1,868
-113
91
$272K 0.16%
9,000
92
$265K 0.16%
1,811
+15
93
$263K 0.16%
859
94
$263K 0.16%
4,351
95
$263K 0.16%
2,214
96
$251K 0.15%
4,314
97
$249K 0.15%
1,114
98
$245K 0.14%
2,800
-220
99
$241K 0.14%
+3,088
100
$235K 0.14%
+3,230
1 2 3
4
5