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
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.42M
3
+$2.16M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$717K

Top Sells

1
+$1.48M
2
+$553K
3
+$499K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$489K
5
MO icon
Altria Group
MO
+$425K

Sector Composition

1 Technology 13.89%
2 Healthcare 12.7%
3 Financials 9.98%
4 Industrials 8.99%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.63%
4,912
+267
52
$1.78M 0.59%
9,330
+11
53
$1.78M 0.58%
16,109
+256
54
$1.76M 0.58%
10,379
-8,702
55
$1.62M 0.53%
12,201
-194
56
$1.55M 0.51%
21,726
-759
57
$1.52M 0.5%
86,667
58
$1.49M 0.49%
39,603
59
$1.47M 0.48%
19,762
-852
60
$1.46M 0.48%
18,550
61
$1.33M 0.44%
8,209
+749
62
$1.28M 0.42%
6,096
+4,950
63
$1.23M 0.4%
17,239
+602
64
$1.21M 0.4%
11,941
+4,726
65
$1.19M 0.39%
11,017
-8
66
$1.03M 0.34%
2,683
-210
67
$1.01M 0.33%
20,156
-50
68
$997K 0.33%
41,349
-2,911
69
$988K 0.32%
61,346
+29,384
70
$931K 0.31%
2,811
+66
71
$930K 0.31%
26,898
+75
72
$896K 0.29%
30,390
-500
73
$882K 0.29%
40,886
-1,750
74
$857K 0.28%
9,711
+343
75
$821K 0.27%
2,337
-53
1 2
3
4 5