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
151
$376K 0.06%
+2,107
152
$374K 0.06%
637
+273
153
$370K 0.06%
1,150
154
$366K 0.06%
+4,543
155
$363K 0.06%
23,343
+138
156
$361K 0.06%
1,746
-204
157
$360K 0.06%
8,629
+798
158
$352K 0.06%
1,415
159
$344K 0.06%
6,089
+540
160
$340K 0.06%
5,235
161
$334K 0.06%
3,713
-69
162
$324K 0.05%
+1,636
163
$322K 0.05%
4,884
-50
164
$316K 0.05%
+1,138
165
$315K 0.05%
14,267
-296
166
$313K 0.05%
633
167
$301K 0.05%
5,511
+413
168
$296K 0.05%
3,725
169
$295K 0.05%
+1,052
170
$281K 0.05%
4,470
+1
171
$277K 0.05%
2,035
+230
172
$276K 0.05%
1,582
173
$276K 0.05%
1,143
-186
174
$275K 0.05%
+3,418
175
$274K 0.05%
+5,500
5 6
7
8 9