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
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.42M
3
+$2.16M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$717K

Top Sells

1
+$1.48M
2
+$553K
3
+$499K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$489K
5
MO icon
Altria Group
MO
+$425K

Sector Composition

1 Technology 13.89%
2 Healthcare 12.7%
3 Financials 9.98%
4 Industrials 8.99%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$786K 0.26%
4,513
+13
77
$755K 0.25%
19,360
-4,088
78
$734K 0.24%
10,205
+1
79
$717K 0.24%
+14,815
80
$714K 0.23%
13,802
81
$706K 0.23%
2,680
+145
82
$659K 0.22%
29,952
+2,502
83
$655K 0.22%
3,289
-93
84
$613K 0.2%
+30,278
85
$588K 0.19%
9,199
86
$568K 0.19%
30,829
+11,445
87
$559K 0.18%
6,509
-61
88
$559K 0.18%
8,782
+81
89
$547K 0.18%
9,720
+15
90
$540K 0.18%
4,099
+1
91
$530K 0.17%
+22,386
92
$522K 0.17%
4,338
+204
93
$512K 0.17%
1,924
+24
94
$481K 0.16%
4,762
+412
95
$467K 0.15%
4,863
96
$454K 0.15%
1,830
-25
97
$445K 0.15%
3,173
98
$432K 0.14%
3,937
+415
99
$429K 0.14%
3,484
+1,310
100
$421K 0.14%
1,226
-60
2 3
4
5 6