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
76
$1.28M 0.21%
43,955
+462
77
$1.2M 0.2%
3,471
+36
78
$1.18M 0.2%
4,336
79
$1.12M 0.19%
13,864
80
$1.08M 0.18%
8,617
81
$1.06M 0.18%
13,845
-45
82
$1.03M 0.17%
21,551
-220
83
$1.01M 0.17%
4,534
-4
84
$994K 0.17%
3,266
+105
85
$993K 0.17%
8,200
+41
86
$980K 0.16%
4,435
-164
87
$938K 0.16%
14,481
+168
88
$924K 0.15%
3,533
+1,185
89
$906K 0.15%
38,843
+1,172
90
$886K 0.15%
5,202
91
$870K 0.14%
42,304
-1,686
92
$867K 0.14%
4,992
-109
93
$849K 0.14%
7,447
+300
94
$832K 0.14%
3,161
-32
95
$817K 0.14%
30,486
-45
96
$782K 0.13%
2,588
+1
97
$774K 0.13%
1,979
+186
98
$766K 0.13%
10,661
+1,780
99
$757K 0.13%
1,328
+251
100
$720K 0.12%
32,726
+1,112
2 3
4
5 6