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