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

Top Buys

1
+$2.23M
2
+$2M
3
+$1.28M
4
T icon
AT&T
T
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M

Top Sells

1
+$1.3M
2
+$936K
3
+$528K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$445K
5
WFC icon
Wells Fargo
WFC
+$310K

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
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$25K 0.02%
168
231
$25K 0.02%
850
232
$25K 0.02%
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233
$24K 0.02%
410
234
$24K 0.02%
417
235
$24K 0.02%
293
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$24K 0.02%
729
+6
237
$23K 0.02%
342
238
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624
239
$23K 0.02%
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240
$22K 0.02%
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241
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242
$22K 0.02%
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243
$21K 0.02%
600
244
$21K 0.02%
360
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246
$21K 0.02%
242
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$20K 0.01%
847
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248
$20K 0.01%
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249
$20K 0.01%
482
250
$20K 0.01%
200
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