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
$261M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$1.04M
3
+$918K
4
AMZN icon
Amazon
AMZN
+$687K
5
MSFT icon
Microsoft
MSFT
+$609K

Top Sells

1
+$749K
2
+$679K
3
+$204K
4
CP icon
Canadian Pacific Kansas City
CP
+$203K
5
SDY icon
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
51
$1.72M 0.66%
11,441
+1,504
52
$1.64M 0.63%
42,650
-4,120
53
$1.59M 0.61%
18,306
54
$1.56M 0.6%
4,600
+1,271
55
$1.55M 0.59%
86,667
56
$1.5M 0.57%
4,331
+827
57
$1.48M 0.57%
5,588
+760
58
$1.48M 0.57%
15,145
+2,545
59
$1.47M 0.56%
7,025
+955
60
$1.11M 0.42%
4,993
+4,679
61
$1.09M 0.42%
17,616
-55
62
$1.05M 0.4%
27,867
+932
63
$991K 0.38%
7,787
+272
64
$958K 0.37%
44,974
+623
65
$930K 0.36%
18,587
+315
66
$925K 0.35%
45,360
-1,528
67
$918K 0.35%
+90,842
68
$817K 0.31%
4,065
+70
69
$774K 0.3%
5,710
+400
70
$743K 0.28%
16,304
+1,325
71
$735K 0.28%
11,611
72
$711K 0.27%
31,605
+30
73
$697K 0.27%
11,845
+515
74
$685K 0.26%
19,008
75
$684K 0.26%
2,646
+222
1 2
3
4 5