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
626
– –
-207
627
– –
-964
628
– –
-25
629
– –
-1,577
630
– –
-12
631
– –
-905
632
– –
-1,935
633
– –
-20
634
– –
-700
635
– –
-600
636
– –
-372
637
– –
-60
638
– –
-134
639
– –
-98
640
– –
-10
641
– –
-112
642
– –
-33
643
– –
-386
644
– –
-1,024
645
– –
-145
646
– –
-95
647
– –
-375
648
– –
-10
649
– –
-2,412
650
– –
-278
23 24 25
26
27