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
126
$439K 0.08%
4,804
-145
127
$436K 0.08%
3,396
-496
128
$435K 0.08%
2,430
-2,041
129
$427K 0.08%
5,754
130
$426K 0.08%
14,924
131
$417K 0.08%
20,509
-6,490
132
$413K 0.08%
2,352
-1,113
133
$410K 0.08%
4,618
+174
134
$401K 0.08%
1,164
135
$387K 0.07%
972
136
$385K 0.07%
6,635
-800
137
$377K 0.07%
5,390
-32
138
$377K 0.07%
1,205
+169
139
$376K 0.07%
809
-24
140
$367K 0.07%
1,058
-40
141
$363K 0.07%
1,425
-125
142
$357K 0.07%
1,150
143
$357K 0.07%
23,165
-9,074
144
$356K 0.07%
1,437
+51
145
$354K 0.07%
6,305
146
$354K 0.07%
4,433
-118
147
$352K 0.07%
2,516
-499
148
$349K 0.07%
2,986
149
$348K 0.07%
1,995
-76
150
$333K 0.06%
3,826
-75
4 5
6
7 8