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
$137M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2M
3
+$1.28M
4
T icon
AT&T
T
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M

Top Sells

1
+$1.3M
2
+$936K
3
+$528K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$445K
5
WFC icon
Wells Fargo
WFC
+$310K

Sector Composition

1 Technology 15.21%
2 Healthcare 10.85%
3 Financials 9.74%
4 Consumer Discretionary 8.41%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.26%
5,956
+1,464
77
$326K 0.24%
4,664
-52
78
$319K 0.23%
3,251
+304
79
$317K 0.23%
3,350
+3,000
80
$300K 0.22%
2,012
+114
81
$290K 0.21%
4,707
+790
82
$278K 0.2%
8,620
83
$265K 0.19%
2,744
84
$253K 0.19%
9,000
85
$250K 0.18%
5,600
+62
86
$241K 0.18%
1,850
-120
87
$238K 0.17%
4,351
88
$236K 0.17%
1,356
+15
89
$234K 0.17%
1,158
90
$223K 0.16%
3,611
91
$220K 0.16%
2,214
+259
92
$217K 0.16%
6,392
+3,815
93
$216K 0.16%
840
-30
94
$214K 0.16%
1,113
95
$211K 0.15%
2,980
96
$211K 0.15%
685
-56
97
$201K 0.15%
6,660
98
$201K 0.15%
2,660
+27
99
$200K 0.15%
4,308
100
$195K 0.14%
7,415
-195
2 3
4
5 6