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RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
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
+$2.62M
2
+$1.11M
3
+$964K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$785K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$671K

Top Sells

1
+$2.8M
2
+$1.78M
3
+$1.71M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$943K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$701K

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
251
$15K 0.01%
+306
252
$15K 0.01%
+10,100
253
$15K 0.01%
+264
254
$15K 0.01%
+567
255
$15K 0.01%
+293
256
$15K 0.01%
+375
257
$14K 0.01%
+235
258
$14K 0.01%
+350
259
$14K 0.01%
+104
260
$14K 0.01%
+245
261
$14K 0.01%
+595
262
$14K 0.01%
+721
263
$14K 0.01%
+153
264
$14K 0.01%
+303
265
$14K 0.01%
+1,176
266
$13K 0.01%
+685
267
$13K 0.01%
+50
268
$13K 0.01%
+148
269
$13K 0.01%
+1,240
270
$13K 0.01%
628
-25,118
271
$13K 0.01%
+138
272
$12K 0.01%
+28
273
$12K 0.01%
+669
274
$12K 0.01%
+600
275
$12K 0.01%
+850
9 10
11
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