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
$567M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.13M
3
+$2.86M
4
AMZN icon
Amazon
AMZN
+$813K
5
AAPL icon
Apple
AAPL
+$681K

Top Sells

1
+$3.68M
2
+$424K
3
+$301K
4
SWK icon
Stanley Black & Decker
SWK
+$272K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$252K

Sector Composition

1 Technology 20.85%
2 Financials 12.92%
3 Consumer Discretionary 9.13%
4 Healthcare 9.01%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.09M 0.55%
16,982
+741
52
$2.95M 0.52%
11,010
+272
53
$2.86M 0.5%
+83,629
54
$2.8M 0.49%
47,654
55
$2.72M 0.48%
23,585
+1,300
56
$2.41M 0.42%
41,493
+4,844
57
$2.39M 0.42%
19,340
+440
58
$2.08M 0.37%
12,642
+173
59
$2.07M 0.37%
114,862
60
$2M 0.35%
77,100
-7,353
61
$1.92M 0.34%
3,811
+56
62
$1.9M 0.34%
3,495
+373
63
$1.89M 0.33%
86,667
64
$1.88M 0.33%
2,786
-40
65
$1.74M 0.31%
17,197
-1,477
66
$1.74M 0.31%
10,150
-134
67
$1.74M 0.31%
1,921
+94
68
$1.7M 0.3%
20,301
69
$1.6M 0.28%
3,338
-107
70
$1.36M 0.24%
11,426
+81
71
$1.33M 0.23%
30,308
+5,610
72
$1.3M 0.23%
12,000
73
$1.26M 0.22%
43,493
-6,496
74
$1.18M 0.21%
2,367
-118
75
$1.14M 0.2%
3,435
1 2
3
4 5