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
351
$6K ﹤0.01%
500
352
$6K ﹤0.01%
148
353
$6K ﹤0.01%
101
354
$6K ﹤0.01%
+400
355
$6K ﹤0.01%
281
-43,859
356
$5K ﹤0.01%
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357
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20
358
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125
359
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360
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55
361
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362
$5K ﹤0.01%
466
363
$5K ﹤0.01%
116
364
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136
365
$5K ﹤0.01%
248
+2
366
$5K ﹤0.01%
188
367
$5K ﹤0.01%
100
-300
368
$5K ﹤0.01%
185
369
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86
+50
370
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+312
371
$5K ﹤0.01%
200
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372
$4K ﹤0.01%
29
373
$4K ﹤0.01%
86
374
$4K ﹤0.01%
103
375
$4K ﹤0.01%
+465
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