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
$567M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.13M
3
+$2.86M
4
AMZN icon
Amazon
AMZN
+$813K
5
AAPL icon
Apple
AAPL
+$681K

Top Sells

1
+$3.68M
2
+$424K
3
+$301K
4
SWK icon
Stanley Black & Decker
SWK
+$272K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$252K

Sector Composition

1 Technology 20.85%
2 Financials 12.92%
3 Consumer Discretionary 9.13%
4 Healthcare 9.01%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.23M 1.27%
49,458
+2,136
27
$6.64M 1.17%
20,674
+806
28
$6.45M 1.14%
82,391
+26
29
$6.41M 1.13%
161,260
+8,187
30
$6.11M 1.08%
128,506
+8,862
31
$6.07M 1.07%
28,469
+1,888
32
$5.66M 1%
10,194
+902
33
$5.57M 0.98%
214,848
+2,775
34
$5.48M 0.97%
6,964
+554
35
$5.42M 0.96%
320,000
-25,000
36
$5.25M 0.93%
24,596
+1,844
37
$5.13M 0.9%
+106,748
38
$5.1M 0.9%
243,288
+228
39
$5.07M 0.89%
30,726
+2,451
40
$4.54M 0.8%
17,652
+2,048
41
$4.36M 0.77%
9,336
+721
42
$4.36M 0.77%
155,769
+10,965
43
$4.3M 0.76%
7,634
+800
44
$4.2M 0.74%
19,514
+600
45
$4.06M 0.72%
98,369
+8,967
46
$3.88M 0.68%
125,404
+13,890
47
$3.76M 0.66%
33,444
+3,594
48
$3.73M 0.66%
37,260
+2,900
49
$3.34M 0.59%
90,841
+11,869
50
$3.18M 0.56%
16,343
+2,104
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