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
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.42M
3
+$2.16M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$717K

Top Sells

1
+$1.48M
2
+$553K
3
+$499K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$489K
5
MO icon
Altria Group
MO
+$425K

Sector Composition

1 Technology 13.89%
2 Healthcare 12.7%
3 Financials 9.98%
4 Industrials 8.99%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 1.36%
1,684
+2
27
$4.12M 1.35%
124,344
+5,781
28
$4.1M 1.35%
17,105
+742
29
$3.92M 1.29%
402,500
-3,500
30
$3.75M 1.23%
251,013
-165
31
$3.75M 1.23%
17,491
+1,086
32
$3.57M 1.17%
5,674
+396
33
$3.55M 1.16%
29,092
+1,462
34
$3.33M 1.09%
30,269
+1,609
35
$3.32M 1.09%
18,356
+1,527
36
$3.28M 1.08%
20,937
+1,102
37
$3.25M 1.07%
6,685
+473
38
$3.06M 1.01%
48,942
+2,671
39
$3M 0.99%
205,400
+12,480
40
$2.84M 0.93%
39,887
+1,158
41
$2.76M 0.91%
149,446
+130,880
42
$2.71M 0.89%
68,855
+967
43
$2.65M 0.87%
30,494
+2,156
44
$2.63M 0.86%
23,293
+2,249
45
$2.51M 0.83%
24,400
+1,872
46
$2.5M 0.82%
15,931
-1,025
47
$2.48M 0.82%
6,460
-1,272
48
$2.25M 0.74%
6,697
+523
49
$2.22M 0.73%
84,126
+2,228
50
$2.08M 0.68%
9,797
+716
1
2
3 4 5