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
$105M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.29M
3
+$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$659K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K

Top Sells

1
+$2.24M
2
+$1.71M
3
+$1.34M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$792K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$520K

Sector Composition

1 Technology 15.25%
2 Healthcare 12.35%
3 Financials 10.16%
4 Consumer Staples 6.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$232K 0.22%
3,917
-1,695
77
$224K 0.21%
2,947
-32
78
$224K 0.21%
1,970
+50
79
$220K 0.21%
4,351
80
$214K 0.2%
+2,744
81
$206K 0.2%
8,620
82
$190K 0.18%
870
+51
83
$190K 0.18%
741
-178
84
$185K 0.18%
1,113
-1
85
$181K 0.17%
+214
86
$181K 0.17%
1,158
87
$180K 0.17%
9,000
88
$174K 0.17%
1,955
-42
89
$173K 0.16%
2,980
-80
90
$172K 0.16%
3,611
+360
91
$164K 0.16%
+1,108
92
$161K 0.15%
3,088
-895
93
$160K 0.15%
3,171
+21
94
$159K 0.15%
+6,073
95
$159K 0.15%
6,391
-1,285
96
$156K 0.15%
3,644
-1
97
$156K 0.15%
+2,633
98
$152K 0.14%
+4,308
99
$147K 0.14%
4,302
-285
100
$144K 0.14%
+646
2 3
4
5 6