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
$137M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2M
3
+$1.28M
4
T icon
AT&T
T
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M

Top Sells

1
+$1.3M
2
+$936K
3
+$528K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$445K
5
WFC icon
Wells Fargo
WFC
+$310K

Sector Composition

1 Technology 15.21%
2 Healthcare 10.85%
3 Financials 9.74%
4 Consumer Discretionary 8.41%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.51%
1,901
+282
52
$688K 0.5%
14,008
-2,075
53
$688K 0.5%
3,753
+687
54
$676K 0.49%
3,399
+561
55
$651K 0.48%
16,439
-21
56
$641K 0.47%
26,062
+25,377
57
$632K 0.46%
2,445
+388
58
$603K 0.44%
6,469
+1,172
59
$597K 0.44%
2,414
-146
60
$594K 0.43%
12,084
61
$572K 0.42%
14,577
-3,453
62
$548K 0.4%
6,866
+1,204
63
$543K 0.4%
2,395
-161
64
$535K 0.39%
10,501
-1,902
65
$502K 0.37%
11,633
-2,587
66
$473K 0.35%
19,008
67
$465K 0.34%
41,843
-1,362
68
$445K 0.33%
8,963
-288
69
$426K 0.31%
1,978
-111
70
$421K 0.31%
1,488
71
$420K 0.31%
2,280
-24
72
$403K 0.29%
27,146
-3,912
73
$393K 0.29%
2,913
-236
74
$393K 0.29%
2,752
+8
75
$366K 0.27%
20,189
-1,382
1 2
3
4 5