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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.9M
3
+$4.48M
4
JPM icon
JPMorgan Chase
JPM
+$3.51M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.76%
2 Financials 11.54%
3 Healthcare 10.38%
4 Communication Services 6.74%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$644K 0.57%
+39,015
52
$587K 0.52%
+2,682
53
$575K 0.51%
+19,780
54
$570K 0.51%
+1,911
55
$542K 0.48%
+9,251
56
$534K 0.48%
+5,612
57
$495K 0.44%
+1,519
58
$493K 0.44%
+2,378
59
$477K 0.42%
+3,493
60
$467K 0.42%
+2,063
61
$450K 0.4%
+1,497
62
$433K 0.39%
+4,951
63
$429K 0.38%
+2,374
64
$413K 0.37%
+2,745
65
$389K 0.35%
+937
66
$382K 0.34%
+6,836
67
$378K 0.34%
+3,983
68
$375K 0.33%
+3,121
69
$370K 0.33%
+6,925
70
$360K 0.32%
+1,463
71
$359K 0.32%
+4,450
72
$342K 0.3%
+5,257
73
$325K 0.29%
+25,915
74
$316K 0.28%
+9,142
75
$303K 0.27%
+499
1 2
3
4 5