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
$319M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.22M
3
+$456K
4
ORCL icon
Oracle
ORCL
+$455K
5
SBUX icon
Starbucks
SBUX
+$364K

Top Sells

1
+$2.58M
2
+$1.36M
3
+$1.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$717K

Sector Composition

1 Technology 17.46%
2 Healthcare 11.46%
3 Industrials 9.66%
4 Financials 9.42%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$739K 0.23%
2,643
-37
77
$735K 0.23%
3,675
+386
78
$729K 0.23%
39,286
-1,600
79
$728K 0.23%
10,497
+292
80
$695K 0.22%
12,285
+2,565
81
$688K 0.22%
2,691
-120
82
$676K 0.21%
6,904
+2,142
83
$667K 0.21%
30,501
+549
84
$649K 0.2%
3,128
-356
85
$625K 0.2%
4,048
-51
86
$591K 0.19%
30,703
-126
87
$574K 0.18%
9,199
88
$554K 0.17%
6,682
+173
89
$553K 0.17%
8,919
+137
90
$548K 0.17%
2,402
+572
91
$501K 0.16%
9,460
-210
92
$497K 0.16%
28,586
-32,760
93
$493K 0.15%
1,535
-389
94
$455K 0.14%
+4,896
95
$438K 0.14%
3,173
96
$435K 0.14%
3,119
+193
97
$418K 0.13%
29,897
+805
98
$402K 0.13%
7,745
+3,456
99
$399K 0.13%
1,600
100
$398K 0.12%
869
2 3
4
5 6