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
$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
376
$3K ﹤0.01%
+29
377
$3K ﹤0.01%
+20
378
$3K ﹤0.01%
+86
379
$3K ﹤0.01%
+67
380
$3K ﹤0.01%
+87
381
$3K ﹤0.01%
+137
382
$3K ﹤0.01%
+141
383
$3K ﹤0.01%
+125
384
$3K ﹤0.01%
+116
385
$3K ﹤0.01%
+37
386
$2K ﹤0.01%
82
+2
387
$2K ﹤0.01%
+300
388
$2K ﹤0.01%
+27
389
$2K ﹤0.01%
+156
390
$2K ﹤0.01%
+100
391
$2K ﹤0.01%
+93
392
$2K ﹤0.01%
+250
393
$2K ﹤0.01%
+195
394
$2K ﹤0.01%
+100
395
$2K ﹤0.01%
+119
396
$2K ﹤0.01%
+110
397
$2K ﹤0.01%
+500
398
$2K ﹤0.01%
+60
399
$2K ﹤0.01%
+105
400
$2K ﹤0.01%
+190
14 15
16
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