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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.9M
3
+$4.48M
4
JPM icon
JPMorgan Chase
JPM
+$3.51M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.76%
2 Financials 11.54%
3 Healthcare 10.38%
4 Communication Services 6.74%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.27%
+919
77
$297K 0.26%
+1,567
78
$291K 0.26%
+1,920
79
$287K 0.26%
+3,150
80
$277K 0.25%
+16,893
81
$272K 0.24%
+7,676
82
$269K 0.24%
+4,559
83
$264K 0.24%
+1,199
84
$263K 0.23%
+9,000
85
$262K 0.23%
+2,979
86
$259K 0.23%
+8,620
87
$250K 0.22%
+3,251
88
$245K 0.22%
+4,351
89
$241K 0.21%
+3,150
90
$240K 0.21%
+1,997
91
$238K 0.21%
+1,048
92
$237K 0.21%
+819
93
$230K 0.2%
+984
94
$222K 0.2%
+2,453
95
$221K 0.2%
+3,328
96
$219K 0.2%
+3,060
97
$218K 0.19%
+1,158
98
$216K 0.19%
+1,114
99
$215K 0.19%
+3,645
100
$211K 0.19%
+4,587
1 2 3
4
5