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
$676M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$4.41M
3
+$2.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.79M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.29M

Top Sells

1
+$7.93M
2
+$2.3M
3
+$2.02M
4
CI icon
Cigna
CI
+$679K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$659K

Sector Composition

1 Technology 20.08%
2 Financials 15.31%
3 Healthcare 9.12%
4 Consumer Discretionary 8.73%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.55%
12,958
+1,019
52
$3.67M 0.54%
13,365
+2,585
53
$3.62M 0.53%
55,415
+7,326
54
$3.41M 0.5%
24,401
+4,883
55
$3.18M 0.47%
20,594
+151
56
$2.95M 0.44%
18,577
-165
57
$2.88M 0.43%
47,654
58
$2.86M 0.42%
4,963
+1,361
59
$2.76M 0.41%
114,862
60
$2.67M 0.39%
4,773
-1,179
61
$2.64M 0.39%
44,725
+6,269
62
$2.53M 0.37%
2,711
+37
63
$2.34M 0.35%
13,499
+1
64
$2.24M 0.33%
26,706
-43
65
$2.16M 0.32%
82,436
-1,823
66
$2M 0.3%
86,728
+61
67
$1.85M 0.27%
20,187
+14,013
68
$1.79M 0.26%
5,724
+109
69
$1.77M 0.26%
2,139
+84
70
$1.7M 0.25%
3,627
+402
71
$1.55M 0.23%
45,350
+696
72
$1.52M 0.22%
5,650
+1,283
73
$1.52M 0.22%
12,550
74
$1.43M 0.21%
11,081
-464
75
$1.43M 0.21%
14,396
-72
1 2
3
4 5