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
$261M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$1.04M
3
+$918K
4
AMZN icon
Amazon
AMZN
+$687K
5
MSFT icon
Microsoft
MSFT
+$609K

Top Sells

1
+$749K
2
+$679K
3
+$204K
4
CP icon
Canadian Pacific Kansas City
CP
+$203K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$202K

Sector Composition

1 Technology 17.1%
2 Financials 10.67%
3 Healthcare 8.8%
4 Industrials 7.72%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$675K 0.26%
1,683
+30
77
$675K 0.26%
3,325
+126
78
$654K 0.25%
14,372
-935
79
$630K 0.24%
13,575
+1,465
80
$614K 0.23%
28,365
+3,224
81
$607K 0.23%
6,032
82
$607K 0.23%
4,540
+760
83
$603K 0.23%
8,631
-282
84
$597K 0.23%
2,730
+39
85
$595K 0.23%
2,467
+15
86
$588K 0.23%
30,368
+8,008
87
$583K 0.22%
1,479
+51
88
$570K 0.22%
1,509
+20
89
$545K 0.21%
8,963
90
$524K 0.2%
11,253
91
$506K 0.19%
9,052
-532
92
$494K 0.19%
2,754
93
$471K 0.18%
7,952
-1
94
$468K 0.18%
3,159
+336
95
$452K 0.17%
1,580
-65
96
$435K 0.17%
5,893
97
$430K 0.16%
4,088
-169
98
$429K 0.16%
4,359
+91
99
$429K 0.16%
8,979
-399
100
$423K 0.16%
3,920
-124
2 3
4
5 6