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
$461M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.05M
3
+$924K
4
AMZN icon
Amazon
AMZN
+$863K
5
MMC icon
Marsh & McLennan
MMC
+$746K

Top Sells

1
+$551K
2
+$451K
3
+$420K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$353K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$302K

Sector Composition

1 Technology 18.25%
2 Financials 13.81%
3 Healthcare 9.83%
4 Consumer Discretionary 9.48%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.54%
19,027
-396
52
$2.47M 0.54%
47,654
53
$2.32M 0.5%
92,448
-14,049
54
$2.24M 0.49%
16,067
+845
55
$2.03M 0.44%
20,319
+1,423
56
$1.97M 0.43%
12,469
57
$1.96M 0.43%
31,879
+4,535
58
$1.83M 0.4%
114,862
59
$1.77M 0.38%
86,667
60
$1.64M 0.36%
18,550
61
$1.6M 0.35%
17,052
+469
62
$1.45M 0.32%
29,860
-580
63
$1.44M 0.31%
3,294
+1,048
64
$1.32M 0.29%
8,507
+960
65
$1.31M 0.28%
2,746
+174
66
$1.26M 0.27%
11,299
+97
67
$1.24M 0.27%
2,126
+303
68
$1.23M 0.27%
46,546
+5,317
69
$1.22M 0.27%
12,000
70
$1.15M 0.25%
3,261
+39
71
$1.05M 0.23%
14,977
+282
72
$1.04M 0.23%
4,684
-11
73
$998K 0.22%
3,333
+345
74
$996K 0.22%
25,512
-425
75
$989K 0.21%
3,334
+345
1 2
3
4 5