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
176
$269K 0.04%
905
177
$266K 0.04%
+1,023
178
$266K 0.04%
2,000
179
$265K 0.04%
63
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180
$264K 0.04%
+2,400
181
$264K 0.04%
2,206
182
$263K 0.04%
729
-185
183
$262K 0.04%
669
184
$262K 0.04%
1,388
185
$262K 0.04%
+2,551
186
$261K 0.04%
+1,816
187
$258K 0.04%
1,963
+150
188
$257K 0.04%
794
189
$256K 0.04%
2,672
190
$253K 0.04%
4,350
+305
191
$247K 0.04%
840
192
$246K 0.04%
2,398
+101
193
$245K 0.04%
+10,730
194
$237K 0.04%
9,104
195
$231K 0.04%
+438
196
$231K 0.04%
+10,555
197
$228K 0.04%
+2,765
198
$224K 0.04%
+880
199
$221K 0.04%
+2,475
200
$220K 0.04%
3,141
+10
5 6 7
8
9