RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$942M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.38M
3
+$7.69M
4
T icon
AT&T
T
+$2.22M
5
META icon
Meta Platforms (Facebook)
META
+$1.73M

Top Sells

1
+$8.56M
2
+$5.92M
3
+$1.65M
4
HDV
iShares Core High Dividend ETF
HDV
+$1.47M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.35M

Sector Composition

1 Technology 24.05%
2 Financials 13.24%
3 Consumer Discretionary 8.09%
4 Healthcare 7.6%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$433K 0.05%
1,328
-75
177
$432K 0.05%
1,279
+18
178
$429K 0.05%
3,749
+359
179
$429K 0.05%
3,006
-35
180
$424K 0.05%
1,752
-1,460
181
$419K 0.04%
1,147
-2,563
182
$419K 0.04%
2,056
183
$408K 0.04%
4,823
-79
184
$396K 0.04%
1,825
185
$394K 0.04%
6,607
-136
186
$392K 0.04%
4,117
-108
187
$391K 0.04%
3,766
188
$389K 0.04%
+11,352
189
$389K 0.04%
+7,875
190
$384K 0.04%
6,150
-151
191
$384K 0.04%
1,806
+417
192
$384K 0.04%
1,332
193
$381K 0.04%
+3,410
194
$380K 0.04%
1,542
-421
195
$378K 0.04%
3,040
+13
196
$375K 0.04%
3,158
+1,128
197
$375K 0.04%
1,946
+439
198
$375K 0.04%
5,620
-57
199
$375K 0.04%
4,964
-170
200
$375K 0.04%
7,057
+1,672
6 7
8
9 10