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
101
$234K 0.14%
2,519
-114
102
$220K 0.13%
+4,194
103
$216K 0.13%
+3,981
104
$211K 0.12%
+6,980
105
$210K 0.12%
+795
106
$20K 0.01%
10,100
107
$16K 0.01%
4,492
-791
108
– –
-3,905
109
– –
-2,807
110
– –
-14,899
1 2 3 4
5