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
+$2.23M
2
+$2M
3
+$1.28M
4
T icon
AT&T
T
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M

Top Sells

1
+$1.3M
2
+$936K
3
+$528K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$445K
5
WFC icon
Wells Fargo
WFC
+$310K

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
276
$15K 0.01%
28
277
$15K 0.01%
600
278
$15K 0.01%
+633
279
$15K 0.01%
578
+399
280
$15K 0.01%
10,100
281
$15K 0.01%
1,176
282
$15K 0.01%
313
283
$15K 0.01%
264
284
$15K 0.01%
375
285
$15K 0.01%
709
+4
286
$15K 0.01%
578
287
$15K 0.01%
132
288
$14K 0.01%
153
289
$14K 0.01%
600
290
$14K 0.01%
239
291
$14K 0.01%
580
-48
292
$14K 0.01%
75
293
$14K 0.01%
148
294
$13K 0.01%
440
295
$13K 0.01%
+180
296
$13K 0.01%
1,000
297
$13K 0.01%
150
298
$13K 0.01%
567
299
$13K 0.01%
41
300
$13K 0.01%
80
10 11
12
13 14