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
$136M
AUM Growth
-$882K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$598K
3
+$188K
4
TSLA icon
Tesla
TSLA
+$116K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$72K

Top Sells

1
+$658K
2
+$364K
3
+$264K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$211K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$195K

Sector Composition

1 Technology 16%
2 Healthcare 10.55%
3 Consumer Discretionary 9.13%
4 Financials 9.13%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.28%
115,154
27
$1.72M 1.27%
13,827
+150
28
$1.61M 1.19%
27,187
+302
29
$1.59M 1.17%
33,927
-30
30
$1.45M 1.07%
4,074
+52
31
$1.41M 1.04%
58,661
+511
32
$1.38M 1.02%
48,725
-2,130
33
$1.33M 0.98%
16,794
-2,175
34
$1.27M 0.94%
7,171
+282
35
$1.18M 0.87%
7,173
+140
36
$1.18M 0.87%
54,769
+277
37
$1.16M 0.85%
91,113
-8,721
38
$1.15M 0.85%
9,157
+100
39
$1.09M 0.8%
20,725
+18
40
$1.02M 0.75%
8,983
+180
41
$994K 0.73%
28,835
+679
42
$991K 0.73%
18,634
43
$970K 0.71%
26,912
+850
44
$946K 0.7%
17,455
+4
45
$880K 0.65%
13,949
-110
46
$845K 0.62%
1,719
+53
47
$843K 0.62%
11,695
+111
48
$842K 0.62%
6,080
+164
49
$828K 0.61%
22,969
+16,577
50
$793K 0.58%
2,807
+22
1
2
3 4 5