We are live on ! Find out more
RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
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
+$5.97M
2
+$1.07M
3
+$913K
4
AMZN icon
Amazon
AMZN
+$721K
5
MSFT icon
Microsoft
MSFT
+$628K

Top Sells

1
+$764K
2
+$642K
3
+$204K
4
CP icon
Canadian Pacific Kansas City
CP
+$203K
5
SDY icon
State Street 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
501
– –
-128
502
– –
-4
503
– –
-509
504
– –
-349
505
– –
-800
506
– –
-28
507
– –
-905
508
– –
-100
509
– –
-2,650
510
– –
-400
511
– –
-564
512
– –
-60
513
– –
-125
514
– –
-200
515
– –
-208
516
– –
-750
517
– –
-1,312
518
– –
-7
519
– –
-28
520
– –
-58
521
– –
-96
522
– –
-242
523
– –
-1,062
524
– –
-22
525
– –
-150
19 20
21
22 23