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
401
$3K ﹤0.01%
+50
402
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+21
403
$3K ﹤0.01%
300
404
$3K ﹤0.01%
300
+210
405
$3K ﹤0.01%
+130
406
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125
407
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37
408
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+45
409
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121
+2
410
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+5
411
$2K ﹤0.01%
+10
412
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+57
413
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24
414
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415
$2K ﹤0.01%
105
416
$2K ﹤0.01%
+110
417
$2K ﹤0.01%
9
+4
418
$2K ﹤0.01%
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419
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420
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9
+3
421
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8
422
$2K ﹤0.01%
100
423
$2K ﹤0.01%
27
424
$2K ﹤0.01%
+43
425
$1K ﹤0.01%
+50
15 16
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