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
$137M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.97M
3
+$1.24M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.22M

Top Sells

1
+$1.24M
2
+$843K
3
+$498K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$414K
5
WFC icon
Wells Fargo
WFC
+$333K

Sector Composition

1 Technology 15.21%
2 Healthcare 10.85%
3 Financials 9.74%
4 Consumer Discretionary 8.41%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.02%
291
+16
227
$27K 0.02%
94
228
$27K 0.02%
176
229
$26K 0.02%
1,504
-42
230
$25K 0.02%
168
231
$25K 0.02%
850
232
$25K 0.02%
1,000
233
$24K 0.02%
729
+6
234
$24K 0.02%
410
235
$24K 0.02%
417
236
$24K 0.02%
293
237
$23K 0.02%
342
238
$23K 0.02%
624
239
$23K 0.02%
66
240
$22K 0.02%
1,691
241
$22K 0.02%
969
242
$22K 0.02%
271
243
$21K 0.02%
600
244
$21K 0.02%
360
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245
$21K 0.02%
303
246
$21K 0.02%
242
247
$20K 0.01%
847
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248
$20K 0.01%
339
249
$20K 0.01%
482
250
$20K 0.01%
200
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10
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