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
$196M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.01M
3
+$987K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$881K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$819K

Top Sells

1
+$3.47M
2
+$232K
3
+$122K
4
RF icon
Regions Financial
RF
+$89.1K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$81.5K

Sector Composition

1 Technology 15.66%
2 Financials 10.75%
3 Healthcare 8.63%
4 Consumer Discretionary 7.16%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 1.36%
8,720
+946
27
$2.65M 1.35%
68,170
+6,409
28
$2.64M 1.35%
19,469
+1,844
29
$2.62M 1.34%
57,801
+22,362
30
$2.38M 1.21%
11,209
+1,477
31
$2.33M 1.19%
17,492
+1,994
32
$2.07M 1.06%
10,956
+1,191
33
$1.97M 1%
8,089
+1,277
34
$1.96M 1%
8,992
+1,235
35
$1.95M 1%
33,561
+4,714
36
$1.88M 0.96%
5,316
+950
37
$1.87M 0.95%
25,188
-1,640
38
$1.79M 0.91%
24,271
+5,220
39
$1.6M 0.82%
18,306
-328
40
$1.56M 0.8%
14,905
+2,681
41
$1.56M 0.8%
91,113
42
$1.54M 0.78%
46,775
-1,260
43
$1.51M 0.77%
20,181
+50
44
$1.46M 0.75%
11,346
+1,767
45
$1.45M 0.74%
108,240
+21,520
46
$1.39M 0.71%
2,365
+486
47
$1.31M 0.67%
15,981
+5,177
48
$1.29M 0.66%
2,706
+610
49
$1.28M 0.65%
2,543
+531
50
$1.26M 0.64%
5,944
+1,440
1
2
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