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
$319M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.22M
3
+$456K
4
ORCL icon
Oracle
ORCL
+$455K
5
SBUX icon
Starbucks
SBUX
+$364K

Top Sells

1
+$2.58M
2
+$1.36M
3
+$1.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$717K

Sector Composition

1 Technology 17.46%
2 Healthcare 11.46%
3 Industrials 9.66%
4 Financials 9.42%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.6%
9,330
52
$1.8M 0.57%
+12,469
53
$1.74M 0.55%
15,897
-212
54
$1.74M 0.55%
22,924
+1,198
55
$1.74M 0.55%
19,805
+43
56
$1.73M 0.54%
9,439
-940
57
$1.56M 0.49%
86,667
58
$1.5M 0.47%
18,550
59
$1.3M 0.41%
8,140
-69
60
$1.22M 0.38%
+12,000
61
$1.21M 0.38%
39,603
62
$1.18M 0.37%
12,101
+160
63
$1.17M 0.37%
11,081
+64
64
$1.09M 0.34%
42,012
+663
65
$1.08M 0.34%
19,950
-206
66
$1.08M 0.34%
10,413
+702
67
$1.04M 0.33%
3,024
-15
68
$955K 0.3%
13,725
-3,514
69
$927K 0.29%
24,803
-2,095
70
$871K 0.27%
2,315
-22
71
$845K 0.27%
4,523
+10
72
$841K 0.26%
2,053
-630
73
$828K 0.26%
3,906
-432
74
$770K 0.24%
19,056
-304
75
$762K 0.24%
13,802
1 2
3
4 5