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
76
$2.19M 0.23%
1,877
+298
77
$2.12M 0.23%
91,163
+29,272
78
$2.09M 0.22%
3,508
-107
79
$2.09M 0.22%
6,878
+3
80
$1.99M 0.21%
11,881
-43
81
$1.9M 0.2%
20,664
+255
82
$1.89M 0.2%
7,502
+1,398
83
$1.75M 0.19%
16,204
-251
84
$1.73M 0.18%
12,272
-49
85
$1.67M 0.18%
12,504
-26
86
$1.63M 0.17%
11,554
87
$1.52M 0.16%
18,538
+150
88
$1.48M 0.16%
5,232
+1,831
89
$1.47M 0.16%
+8,813
90
$1.44M 0.15%
45,957
+420
91
$1.26M 0.13%
13,440
+928
92
$1.25M 0.13%
23,018
-169
93
$1.22M 0.13%
30,000
94
$1.18M 0.13%
16,087
95
$1.16M 0.12%
22,966
+2,926
96
$1.09M 0.12%
13,489
-375
97
$1.08M 0.11%
8,042
+4
98
$1.04M 0.11%
1,306
+37
99
$1.04M 0.11%
14,236
+9
100
$1.04M 0.11%
2,138
-43
2 3
4
5 6