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
276
$12K 0.01%
+850
277
$12K 0.01%
+239
278
$12K 0.01%
+400
279
$12K 0.01%
+140
280
$12K 0.01%
+705
281
$12K 0.01%
+75
282
$12K 0.01%
+132
283
$12K 0.01%
+528
284
$11K 0.01%
+77
285
$11K 0.01%
4,783
-3,123
286
$11K 0.01%
+600
287
$11K 0.01%
+41
288
$11K 0.01%
+1,100
289
$11K 0.01%
+80
290
$10K 0.01%
+440
291
$10K 0.01%
+920
292
$10K 0.01%
+457
293
$10K 0.01%
+313
294
$10K 0.01%
+1,850
295
$10K 0.01%
+200
296
$9K 0.01%
+75
297
$9K 0.01%
+84
298
$9K 0.01%
+261
299
$9K 0.01%
+750
300
$9K 0.01%
+166
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