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
651
– –
-364
652
– –
-41
653
– –
-935
654
– –
-610
655
– –
-1,100
656
– –
-53
657
– –
0
658
– –
-200
659
– –
-2,000
660
– –
-55
661
– –
-639
662
– –
-184
663
– –
-100
664
– –
-678
665
– –
-217
666
– –
-60
667
– –
-476
668
– –
-21
669
– –
-28
670
– –
-33
671
– –
-128
672
– –
-22
23 24 25 26
27