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
$461M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.05M
3
+$924K
4
AMZN icon
Amazon
AMZN
+$863K
5
MMC icon
Marsh & McLennan
MMC
+$746K

Top Sells

1
+$551K
2
+$451K
3
+$420K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$353K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$302K

Sector Composition

1 Technology 18.25%
2 Financials 13.81%
3 Healthcare 9.83%
4 Consumer Discretionary 9.48%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.69M 1.24%
112,653
+7,825
27
$5.49M 1.19%
216,219
+16,590
28
$5.35M 1.16%
36,964
+1,902
29
$5.2M 1.13%
103,536
+5,522
30
$5.14M 1.12%
8,620
+501
31
$5.14M 1.12%
18,987
+799
32
$4.98M 1.08%
147,802
+7,139
33
$4.66M 1.01%
29,630
-70
34
$4.5M 0.98%
242,373
+762
35
$4.46M 0.97%
26,263
+1,637
36
$4.45M 0.97%
24,866
+1,705
37
$4.44M 0.96%
21,172
+1,305
38
$4.32M 0.94%
6,113
+390
39
$4.27M 0.93%
360,000
40
$4.09M 0.89%
142,130
+4,114
41
$3.83M 0.83%
14,560
+966
42
$3.78M 0.82%
19,750
+319
43
$3.72M 0.81%
8,210
+574
44
$3.69M 0.8%
27,673
+1,701
45
$3.62M 0.79%
72,565
+10,000
46
$3.54M 0.77%
39,185
+2,506
47
$3.04M 0.66%
31,331
+2,599
48
$3M 0.65%
79,467
+6,932
49
$2.82M 0.61%
13,040
+1,403
50
$2.51M 0.55%
10,594
+1,534
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