RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$1.94M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$586K

Top Sells

1
+$3.9M
2
+$1.87M
3
+$478K
4
AVGO icon
Broadcom
AVGO
+$462K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$370K

Sector Composition

1 Technology 19.44%
2 Financials 14.04%
3 Consumer Discretionary 10.06%
4 Healthcare 9.54%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-2,651
202
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203
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204
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-1,027
205
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-377
206
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-1,601
207
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-3,189
208
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-2,216
209
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-8,500
210
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-1,662
211
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-6,598
212
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-1,250
213
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-1,233
5 6 7 8
9