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
$838M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$9M
3
+$7.3M
4
AAPL icon
Apple
AAPL
+$5.98M
5
MSFT icon
Microsoft
MSFT
+$3.67M

Top Sells

1
+$2.18M
2
+$1.46M
3
+$453K
4
IYH icon
iShares US Healthcare ETF
IYH
+$319K
5
BDX icon
Becton Dickinson
BDX
+$258K

Sector Composition

1 Technology 22.75%
2 Financials 14.14%
3 Consumer Discretionary 8.26%
4 Healthcare 7.39%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$269K 0.03%
2,252
+56
227
$268K 0.03%
+1,078
228
$267K 0.03%
946
+2
229
$265K 0.03%
361
+9
230
$257K 0.03%
840
231
$255K 0.03%
5,385
-136
232
$254K 0.03%
6,966
233
$252K 0.03%
3,031
+8
234
$250K 0.03%
+1,507
235
$243K 0.03%
+11,267
236
$242K 0.03%
3,121
237
$240K 0.03%
2,053
-106
238
$240K 0.03%
11,508
+279
239
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+1,929
240
$238K 0.03%
3,172
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241
$235K 0.03%
2,267
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242
$228K 0.03%
671
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243
$227K 0.03%
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244
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245
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246
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247
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+1,763
248
$222K 0.03%
2,030
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249
$219K 0.03%
+7,240
250
$216K 0.03%
24,010
8 9
10
11 12