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
$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
301
$12K 0.01%
77
302
$12K 0.01%
450
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303
$12K 0.01%
500
304
$12K 0.01%
1,100
305
$12K 0.01%
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306
$11K 0.01%
497
307
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308
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309
$11K 0.01%
259
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$11K 0.01%
200
311
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261
312
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313
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314
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315
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316
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$9K 0.01%
700
318
$9K 0.01%
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319
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320
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323
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60
324
$9K 0.01%
166
325
$8K 0.01%
42
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