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
$305M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.2M
3
+$996K
4
AAPL icon
Apple
AAPL
+$932K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$644K

Top Sells

1
+$1.34M
2
+$524K
3
+$468K
4
MAA icon
Mid-America Apartment Communities
MAA
+$448K
5
T icon
AT&T
T
+$360K

Sector Composition

1 Technology 18.72%
2 Financials 9.69%
3 Healthcare 9.39%
4 Industrials 8.18%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.67%
5,110
-51
52
$1.99M 0.65%
181,813
+90,971
53
$1.85M 0.61%
6,337
+749
54
$1.85M 0.61%
7,876
+851
55
$1.81M 0.59%
17,260
+2,115
56
$1.78M 0.59%
5,022
+691
57
$1.7M 0.56%
40,350
-2,300
58
$1.68M 0.55%
24,293
-805
59
$1.68M 0.55%
86,667
60
$1.65M 0.54%
18,306
61
$1.53M 0.5%
4,538
-62
62
$1.22M 0.4%
5,062
+69
63
$1.22M 0.4%
17,778
+162
64
$1.1M 0.36%
7,788
+1
65
$1.09M 0.36%
44,892
+13,287
66
$1.09M 0.36%
27,964
+97
67
$987K 0.32%
19,959
+1,372
68
$980K 0.32%
44,974
69
$975K 0.32%
4,412
+347
70
$900K 0.3%
46,352
+15,984
71
$869K 0.29%
3,362
+37
72
$802K 0.26%
5,540
+1,000
73
$788K 0.26%
2,238
-408
74
$782K 0.26%
16,848
+544
75
$780K 0.26%
5,670
-40
1 2
3
4 5