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
126
$504K 0.08%
42,527
+19,072
127
$501K 0.08%
969
+405
128
$492K 0.08%
+3,901
129
$488K 0.08%
18,946
+238
130
$481K 0.08%
3,519
-154
131
$477K 0.08%
7,571
+1,512
132
$474K 0.08%
4,867
-51
133
$463K 0.08%
4,394
+190
134
$461K 0.08%
2,430
135
$452K 0.08%
913
+147
136
$449K 0.07%
4,107
+350
137
$449K 0.07%
5,754
-555
138
$447K 0.07%
14,996
-80
139
$437K 0.07%
812
+6
140
$431K 0.07%
3,194
141
$428K 0.07%
3,595
+199
142
$427K 0.07%
5,792
+325
143
$418K 0.07%
39,977
144
$417K 0.07%
7,046
+741
145
$415K 0.07%
61,703
146
$412K 0.07%
20,202
+3
147
$395K 0.07%
828
148
$379K 0.06%
1,071
-111
149
$376K 0.06%
2,986
150
$376K 0.06%
396
4 5
6
7 8