RDWM
Red Door Wealth Management Portfolio holdings
AUM
$838M
This Quarter Return
+6.24%
1 Year Return
+19.35%
3 Year Return
+84.98%
5 Year Return
+143.12%
10 Year Return
–
AUM
$601M
AUM Growth
+$601M
(+6%)
Cap. Flow
+$6.9M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
35.31%
Holding
223
New
26
Increased
106
Reduced
41
Closed
6
Top Buys
| 1 |
Amazon
AMZN
|
$2.68M |
| 2 |
Apple
AAPL
|
$1.8M |
| 3 |
Microsoft
MSFT
|
$1.77M |
| 4 |
Darling Ingredients
DAR
|
$972K |
| 5 |
Home Depot
HD
|
$715K |
Top Sells
| 1 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$6.45M |
| 2 |
Mid-America Apartment Communities
MAA
|
$6.33M |
| 3 |
FedEx
FDX
|
$5.93M |
| 4 |
SPDR Gold Trust
GLD
|
$2.25M |
| 5 |
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% |
