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
$461M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.05M
3
+$924K
4
AMZN icon
Amazon
AMZN
+$863K
5
MMC icon
Marsh & McLennan
MMC
+$746K

Top Sells

1
+$551K
2
+$451K
3
+$420K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$353K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$302K

Sector Composition

1 Technology 18.25%
2 Financials 13.81%
3 Healthcare 9.83%
4 Consumer Discretionary 9.48%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$974K 0.21%
13,888
77
$924K 0.2%
+13,864
78
$900K 0.2%
2,198
+500
79
$880K 0.19%
13,890
+195
80
$861K 0.19%
3,465
+538
81
$843K 0.18%
10,180
+4
82
$826K 0.18%
7,400
+1,140
83
$817K 0.18%
19,883
+779
84
$805K 0.17%
4,299
85
$803K 0.17%
8,617
86
$800K 0.17%
13,802
87
$769K 0.17%
9,145
+31
88
$754K 0.16%
6,851
+313
89
$750K 0.16%
38,717
+446
90
$746K 0.16%
+3,939
91
$739K 0.16%
4,471
92
$709K 0.15%
38,380
+2,706
93
$703K 0.15%
4,042
-6
94
$697K 0.15%
29,811
+81
95
$689K 0.15%
8,790
-50
96
$680K 0.15%
6,446
+1,104
97
$676K 0.15%
2,604
+1
98
$665K 0.14%
3,046
-402
99
$664K 0.14%
6,384
+722
100
$606K 0.13%
3,147
2 3
4
5 6