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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.9M
3
+$4.48M
4
JPM icon
JPMorgan Chase
JPM
+$3.51M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.76%
2 Financials 11.54%
3 Healthcare 10.38%
4 Communication Services 6.74%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.26%
+4,907
27
$1.39M 1.24%
+8,597
28
$1.33M 1.19%
+20,585
29
$1.27M 1.13%
+6,471
30
$1.23M 1.1%
+17,756
31
$1.23M 1.09%
+21,104
32
$1.15M 1.02%
+5,161
33
$1.15M 1.02%
+19,435
34
$1.13M 1.01%
+7,819
35
$1.07M 0.96%
+12,599
36
$956K 0.85%
+14,658
37
$920K 0.82%
+23,799
38
$898K 0.8%
+6,078
39
$882K 0.79%
+4,897
40
$840K 0.75%
+17,068
41
$839K 0.75%
+16,518
42
$835K 0.74%
+9,225
43
$822K 0.73%
+2,745
44
$815K 0.73%
+7,012
45
$804K 0.72%
+12,277
46
$764K 0.68%
+12,995
47
$754K 0.67%
+9,209
48
$723K 0.64%
+25,746
49
$666K 0.59%
+19,008
50
$654K 0.58%
+5,549
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