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
301
$9K 0.01%
+259
302
$9K 0.01%
+200
303
$9K 0.01%
+578
304
$8K 0.01%
+60
305
$8K 0.01%
+96
306
$8K 0.01%
+150
307
$8K 0.01%
+429
308
$8K 0.01%
+217
309
$7K 0.01%
+93
310
$7K 0.01%
+1,691
311
$7K 0.01%
+400
312
$7K 0.01%
+497
313
$7K 0.01%
+375
314
$7K 0.01%
+700
315
$7K 0.01%
+2,950
316
$6K 0.01%
+536
317
$6K 0.01%
+278
318
$6K 0.01%
+420
319
$6K 0.01%
+14
320
$6K 0.01%
+208
321
$6K 0.01%
134
-29,909
322
$6K 0.01%
+88
323
$6K 0.01%
+108
324
$6K 0.01%
+192
325
$6K 0.01%
+530
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