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
$105M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.29M
3
+$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$659K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K

Top Sells

1
+$2.24M
2
+$1.71M
3
+$1.34M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$792K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$520K

Sector Composition

1 Technology 15.25%
2 Healthcare 12.35%
3 Financials 10.16%
4 Consumer Staples 6.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.02%
+723
227
$21K 0.02%
+161
228
$20K 0.02%
+600
229
$20K 0.02%
+410
230
$20K 0.02%
+417
231
$19K 0.02%
+342
232
$19K 0.02%
+242
233
$19K 0.02%
+500
234
$19K 0.02%
+624
235
$19K 0.02%
+275
236
$18K 0.02%
+150
237
$18K 0.02%
+969
238
$18K 0.02%
+100
239
$18K 0.02%
+823
240
$18K 0.02%
+66
241
$18K 0.02%
+339
242
$18K 0.02%
+271
243
$17K 0.02%
+227
244
$17K 0.02%
+298
245
$16K 0.02%
300
-6,625
246
$16K 0.02%
+266
247
$16K 0.02%
200
-4,250
248
$16K 0.02%
+116
249
$16K 0.02%
+150
250
$16K 0.02%
+1,000
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