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
26
$1.52M 1.12%
13,677
+1,719
27
$1.48M 1.08%
26,885
+2,353
28
$1.4M 1.02%
18,969
+2,062
29
$1.38M 1.01%
58,150
+4,550
30
$1.35M 0.99%
33,957
+3,084
31
$1.35M 0.99%
14,837
+1,682
32
$1.32M 0.96%
50,855
-7,210
33
$1.26M 0.92%
28,156
+3,551
34
$1.24M 0.91%
+54,492
35
$1.22M 0.89%
4,022
+368
36
$1.21M 0.88%
99,834
-107,502
37
$1.17M 0.86%
20,707
+27
38
$1.15M 0.84%
6,889
+5,781
39
$1.08M 0.79%
14,059
+695
40
$1.03M 0.76%
11,584
+2,003
41
$1.02M 0.74%
7,033
+745
42
$972K 0.71%
18,634
43
$932K 0.68%
8,803
+1,081
44
$904K 0.66%
17,451
-3,203
45
$879K 0.64%
9,057
+1,097
46
$810K 0.59%
15,865
+2,331
47
$782K 0.57%
5,916
+758
48
$745K 0.55%
2,785
+284
49
$725K 0.53%
1,666
+1,260
50
$703K 0.51%
1,591
+461
1
2
3 4 5