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
$305M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.2M
3
+$996K
4
AAPL icon
Apple
AAPL
+$932K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$644K

Top Sells

1
+$1.34M
2
+$524K
3
+$468K
4
MAA icon
Mid-America Apartment Communities
MAA
+$448K
5
T icon
AT&T
T
+$360K

Sector Composition

1 Technology 18.72%
2 Financials 9.69%
3 Healthcare 9.39%
4 Industrials 8.18%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$772K 0.25%
1,687
+4
77
$738K 0.24%
11,611
78
$721K 0.24%
19,008
79
$705K 0.23%
3,171
+441
80
$697K 0.23%
14,708
+336
81
$685K 0.22%
2,558
+91
82
$670K 0.22%
30,530
+2,165
83
$660K 0.22%
6,032
84
$660K 0.22%
10,792
-1,053
85
$647K 0.21%
1,483
+4
86
$627K 0.21%
8,642
+11
87
$615K 0.2%
8,963
88
$580K 0.19%
9,303
+1,351
89
$580K 0.19%
1,517
+8
90
$580K 0.19%
+3,751
91
$563K 0.18%
2,754
92
$553K 0.18%
1,166
+343
93
$550K 0.18%
4,068
+148
94
$496K 0.16%
8,998
+19
95
$482K 0.16%
+2,103
96
$481K 0.16%
25,928
-19,432
97
$475K 0.16%
6,126
+233
98
$472K 0.15%
1,471
+76
99
$468K 0.15%
9,769
-3,806
100
$463K 0.15%
4,059
-300
2 3
4
5 6