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
251
$19K 0.01%
266
252
$19K 0.01%
306
253
$19K 0.01%
75
254
$18K 0.01%
127
+11
255
$18K 0.01%
5,283
+500
256
$18K 0.01%
150
257
$18K 0.01%
104
258
$18K 0.01%
298
259
$17K 0.01%
235
260
$17K 0.01%
+800
261
$17K 0.01%
140
262
$17K 0.01%
500
263
$17K 0.01%
138
264
$17K 0.01%
721
265
$16K 0.01%
200
266
$16K 0.01%
669
267
$16K 0.01%
96
268
$16K 0.01%
229
+2
269
$16K 0.01%
50
270
$16K 0.01%
1,850
271
$16K 0.01%
530
272
$16K 0.01%
300
273
$16K 0.01%
245
274
$16K 0.01%
607
+12
275
$16K 0.01%
1,240
9 10
11
12 13