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
$261M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$1.04M
3
+$918K
4
AMZN icon
Amazon
AMZN
+$687K
5
MSFT icon
Microsoft
MSFT
+$609K

Top Sells

1
+$749K
2
+$679K
3
+$204K
4
CP icon
Canadian Pacific Kansas City
CP
+$203K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$202K

Sector Composition

1 Technology 17.1%
2 Financials 10.67%
3 Healthcare 8.8%
4 Industrials 7.72%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.31%
24,515
+2,021
27
$3.27M 1.25%
70,431
+5,442
28
$3.26M 1.25%
61,103
+3,583
29
$3.16M 1.21%
13,035
+794
30
$3.1M 1.19%
6,902
+646
31
$3.09M 1.18%
149,370
+20,570
32
$3.05M 1.17%
1,794
-400
33
$2.87M 1.1%
13,485
+1,249
34
$2.75M 1.05%
21,321
+1,629
35
$2.7M 1.03%
10,374
+913
36
$2.59M 0.99%
34,477
+5,512
37
$2.49M 0.95%
11,735
+1,181
38
$2.48M 0.95%
46,003
+6,493
39
$2.41M 0.92%
20,723
-101
40
$2.23M 0.85%
8,223
+1,116
41
$2.17M 0.83%
64,979
-22,426
42
$2.16M 0.82%
3,465
+363
43
$2.15M 0.82%
14,381
+1,295
44
$2.1M 0.8%
3,357
+408
45
$2.08M 0.8%
3,621
+344
46
$1.93M 0.74%
19,043
+2,103
47
$1.85M 0.71%
5,161
+47
48
$1.8M 0.69%
25,098
-582
49
$1.78M 0.68%
21,686
+739
50
$1.75M 0.67%
13,991
+1,384
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