RDWM
Red Door Wealth Management Portfolio holdings
AUM
$838M
This Quarter Return
-0.76%
1 Year Return
+19.35%
3 Year Return
+84.98%
5 Year Return
+143.12%
10 Year Return
–
AUM
$676M
AUM Growth
+$676M
(+3.5%)
Cap. Flow
+$36.5M
Cap. Flow
% of AUM
5.4%
Top 10 Holdings %
Top 10 Hldgs %
34.67%
Holding
250
New
23
Increased
126
Reduced
49
Closed
13
Top Buys
| 1 |
Dell
DELL
|
$7.75M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$4.41M |
| 3 |
Broadcom
AVGO
|
$2.7M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.79M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.29M |
Top Sells
| 1 |
Cisco
CSCO
|
$7.93M |
| 2 |
Arhaus
ARHS
|
$2.3M |
| 3 |
Intel
INTC
|
$2.02M |
| 4 |
Cigna
CI
|
$679K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$659K |
Sector Composition
| 1 | Technology | 20.08% |
| 2 | Financials | 15.31% |
| 3 | Healthcare | 9.12% |
| 4 | Consumer Discretionary | 8.73% |
| 5 | Consumer Staples | 7.43% |
