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
426
$1K ﹤0.01%
37
427
$1K ﹤0.01%
49
428
$1K ﹤0.01%
100
-90
429
$1K ﹤0.01%
200
430
$1K ﹤0.01%
+200
431
$1K ﹤0.01%
40
432
$1K ﹤0.01%
+100
433
$1K ﹤0.01%
29
434
$1K ﹤0.01%
9
435
$1K ﹤0.01%
+25
436
$1K ﹤0.01%
39
437
$1K ﹤0.01%
56
438
$1K ﹤0.01%
+28
439
$1K ﹤0.01%
100
440
$1K ﹤0.01%
58
441
$1K ﹤0.01%
+18
442
$1K ﹤0.01%
33
443
$1K ﹤0.01%
156
444
$1K ﹤0.01%
100
445
$1K ﹤0.01%
99
446
$1K ﹤0.01%
+200
447
$1K ﹤0.01%
+8
448
$0 ﹤0.01%
+6
449
$0 ﹤0.01%
23
450
– –
-750
16 17
18
19 20