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
251
$15K 0.01%
+306
252
$15K 0.01%
+567
253
$15K 0.01%
+10,100
254
$15K 0.01%
+264
255
$15K 0.01%
+293
256
$15K 0.01%
+375
257
$14K 0.01%
+153
258
$14K 0.01%
+303
259
$14K 0.01%
+1,176
260
$14K 0.01%
+235
261
$14K 0.01%
+350
262
$14K 0.01%
+104
263
$14K 0.01%
+245
264
$14K 0.01%
+595
265
$14K 0.01%
+721
266
$13K 0.01%
+50
267
$13K 0.01%
628
-25,118
268
$13K 0.01%
+138
269
$13K 0.01%
+148
270
$13K 0.01%
+1,240
271
$13K 0.01%
+685
272
$12K 0.01%
+28
273
$12K 0.01%
+669
274
$12K 0.01%
+1,000
275
$12K 0.01%
+600
9 10
11
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