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
$136M
AUM Growth
-$882K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$598K
3
+$188K
4
TSLA icon
Tesla
TSLA
+$116K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$72K

Top Sells

1
+$658K
2
+$364K
3
+$264K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$211K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$195K

Sector Composition

1 Technology 16%
2 Healthcare 10.55%
3 Consumer Discretionary 9.13%
4 Financials 9.13%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$780K 0.57%
1,640
+49
52
$757K 0.56%
1,972
+71
53
$746K 0.55%
2,672
+258
54
$721K 0.53%
16,684
+245
55
$701K 0.52%
3,514
+115
56
$673K 0.5%
6,743
+274
57
$652K 0.48%
3,905
+152
58
$643K 0.47%
14,899
-966
59
$632K 0.47%
12,084
60
$630K 0.46%
2,395
61
$624K 0.46%
7,066
+200
62
$615K 0.45%
2,551
+106
63
$610K 0.45%
12,169
-1,839
64
$569K 0.42%
14,735
+158
65
$561K 0.41%
1,914
-64
66
$503K 0.37%
2,280
67
$496K 0.37%
3,465
+810
68
$489K 0.36%
10,374
-127
69
$481K 0.35%
41,846
+3
70
$481K 0.35%
8,963
71
$479K 0.35%
2,879
-34
72
$459K 0.34%
1,488
73
$433K 0.32%
2,758
+6
74
$431K 0.32%
19,008
75
$422K 0.31%
7,015
+1,059
1 2
3
4 5