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
76
$1.04M 0.2%
24,698
-814
77
$1.04M 0.2%
4,067
-617
78
$1.02M 0.2%
10,167
-13
79
$990K 0.19%
13,801
-87
80
$979K 0.19%
4,299
81
$969K 0.19%
8,617
82
$935K 0.18%
4,538
+599
83
$929K 0.18%
3,294
-40
84
$920K 0.18%
13,864
85
$866K 0.17%
20,721
+838
86
$855K 0.16%
8,800
+10
87
$843K 0.16%
4,412
+2,189
88
$832K 0.16%
13,802
89
$800K 0.15%
4,042
90
$793K 0.15%
37,671
-1,046
91
$788K 0.15%
40,406
+2,026
92
$783K 0.15%
6,886
+35
93
$773K 0.15%
30,531
+720
94
$771K 0.15%
7,904
-1,241
95
$766K 0.15%
3,193
+147
96
$736K 0.14%
2,605
+1
97
$678K 0.13%
4,980
-1,404
98
$676K 0.13%
15,490
+1,635
99
$655K 0.13%
3,147
100
$642K 0.12%
1,751
-33
2 3
4
5 6