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
$105M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.29M
3
+$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$659K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K

Top Sells

1
+$2.24M
2
+$1.71M
3
+$1.34M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$792K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$520K

Sector Composition

1 Technology 15.25%
2 Healthcare 12.35%
3 Financials 10.16%
4 Consumer Staples 6.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.49%
14,220
-438
52
$507K 0.48%
+12,084
53
$487K 0.46%
2,560
+1,361
54
$457K 0.43%
3,066
+1,547
55
$457K 0.43%
5,662
+2,512
56
$448K 0.43%
2,057
+1,073
57
$442K 0.42%
2,838
+1,271
58
$434K 0.41%
9,251
59
$426K 0.4%
2,556
-126
60
$425K 0.4%
5,297
+2,844
61
$415K 0.39%
19,008
62
$406K 0.39%
2,089
+26
63
$401K 0.38%
31,058
-61,346
64
$387K 0.37%
43,205
+4,190
65
$381K 0.36%
2,304
-74
66
$361K 0.34%
1,130
+631
67
$352K 0.33%
1,488
-9
68
$344K 0.33%
4,716
-235
69
$340K 0.32%
25,915
70
$325K 0.31%
2,744
-1
71
$308K 0.29%
21,571
+1,791
72
$270K 0.26%
3,149
+28
73
$251K 0.24%
1,898
-476
74
$250K 0.24%
4,492
+1,164
75
$245K 0.23%
5,538
-1,298
1 2
3
4 5