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
$305M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.2M
3
+$996K
4
AAPL icon
Apple
AAPL
+$932K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$644K

Top Sells

1
+$1.34M
2
+$524K
3
+$468K
4
MAA icon
Mid-America Apartment Communities
MAA
+$448K
5
T icon
AT&T
T
+$360K

Sector Composition

1 Technology 18.72%
2 Financials 9.69%
3 Healthcare 9.39%
4 Industrials 8.18%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 1.32%
90,234
+5,211
27
$3.93M 1.29%
17,119
-1,955
28
$3.71M 1.22%
17,118
+1,648
29
$3.67M 1.2%
76,029
+5,598
30
$3.65M 1.2%
23,547
+2,151
31
$3.61M 1.19%
1,724
-70
32
$3.53M 1.16%
13,730
+695
33
$3.31M 1.09%
14,720
+1,235
34
$3.31M 1.08%
64,220
+3,117
35
$2.99M 0.98%
39,010
+4,533
36
$2.73M 0.9%
23,294
+4,251
37
$2.72M 0.89%
16,276
+1,895
38
$2.69M 0.88%
20,756
+33
39
$2.68M 0.88%
12,844
+1,109
40
$2.63M 0.86%
15,602
+1,611
41
$2.62M 0.86%
50,359
+4,356
42
$2.53M 0.83%
3,893
+428
43
$2.44M 0.8%
+26,809
44
$2.37M 0.78%
3,725
+368
45
$2.35M 0.77%
12,459
+2,085
46
$2.32M 0.76%
4,088
+467
47
$2.3M 0.75%
9,054
+831
48
$2.24M 0.74%
26,470
+4,784
49
$2.2M 0.72%
12,691
+1,250
50
$2.15M 0.71%
61,908
-3,071
1
2
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