We are live on ! Find out more
RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$1.07M
3
+$913K
4
AMZN icon
Amazon
AMZN
+$721K
5
MSFT icon
Microsoft
MSFT
+$628K

Top Sells

1
+$764K
2
+$642K
3
+$204K
4
CP icon
Canadian Pacific Kansas City
CP
+$203K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$202K

Sector Composition

1 Technology 17.1%
2 Financials 10.67%
3 Healthcare 8.8%
4 Industrials 7.72%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-203
402
– –
-666
403
– –
-594
404
– –
-634
405
– –
-114
406
– –
-991
407
– –
-1,000
408
– –
-1,555
409
– –
-568
410
– –
-853
411
– –
-1,850
412
– –
-18
413
– –
-225
414
– –
-138
415
– –
-703
416
– –
-1,500
417
– –
-1,656
418
– –
-417
419
– –
-250
420
– –
-53
421
– –
-466
422
– –
-51
423
– –
-2,328
424
– –
-130
425
– –
-58
15 16
17
18 19