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
$136M
AUM Growth
-$882K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$598K
3
+$188K
4
TSLA icon
Tesla
TSLA
+$116K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$72K

Top Sells

1
+$658K
2
+$364K
3
+$264K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$211K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$195K

Sector Composition

1 Technology 16%
2 Healthcare 10.55%
3 Consumer Discretionary 9.13%
4 Financials 9.13%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$421K 0.31%
12,201
+568
77
$419K 0.31%
26,670
-476
78
$373K 0.27%
3,630
+280
79
$357K 0.26%
22,578
+2,389
80
$352K 0.26%
4,692
+28
81
$289K 0.21%
2,744
82
$282K 0.21%
3,220
-31
83
$278K 0.2%
1,406
+50
84
$277K 0.2%
9,000
85
$274K 0.2%
1,981
-31
86
$273K 0.2%
5,543
-57
87
$268K 0.2%
4,634
-73
88
$268K 0.2%
4,351
89
$265K 0.2%
1,158
90
$242K 0.18%
7,210
-1,410
91
$241K 0.18%
1,796
-54
92
$239K 0.18%
859
+19
93
$238K 0.18%
3,611
94
$232K 0.17%
2,214
95
$227K 0.17%
1,114
+1
96
$223K 0.16%
4,314
+6
97
$223K 0.16%
3,020
+40
98
$218K 0.16%
6,660
99
$215K 0.16%
2,633
-27
100
$13K 0.01%
10,100
2 3
4
5 6