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
151
$329K 0.06%
5,413
-2
152
$326K 0.06%
+1,995
153
$324K 0.06%
5,235
154
$322K 0.06%
5,498
+1
155
$322K 0.06%
4,807
+561
156
$307K 0.06%
3,562
-2
157
$306K 0.06%
856
+175
158
$305K 0.06%
633
-5
159
$303K 0.06%
363
-1
160
$301K 0.06%
1,114
161
$295K 0.06%
3,725
162
$291K 0.06%
5,015
+363
163
$272K 0.05%
2,773
-455
164
$266K 0.05%
669
165
$258K 0.05%
25,000
166
$257K 0.05%
605
+120
167
$252K 0.05%
+968
168
$250K 0.05%
+849
169
$247K 0.05%
1,228
-1,365
170
$246K 0.05%
1,581
-58
171
$244K 0.05%
2,206
172
$238K 0.05%
498
+11
173
$237K 0.05%
+2,055
174
$235K 0.05%
1,789
175
$233K 0.04%
4,071
5 6
7
8 9