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
$567M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.13M
3
+$2.86M
4
AMZN icon
Amazon
AMZN
+$813K
5
AAPL icon
Apple
AAPL
+$681K

Top Sells

1
+$3.68M
2
+$424K
3
+$301K
4
SWK icon
Stanley Black & Decker
SWK
+$272K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$252K

Sector Composition

1 Technology 20.85%
2 Financials 12.92%
3 Consumer Discretionary 9.13%
4 Healthcare 9.01%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.2%
13,613
-123
77
$1.08M 0.19%
13,926
+125
78
$1.07M 0.19%
10,160
-7
79
$1.02M 0.18%
8,617
80
$1M 0.18%
4,336
+37
81
$978K 0.17%
13,890
82
$956K 0.17%
4,538
83
$953K 0.17%
21,771
+1,050
84
$922K 0.16%
28,166
+2,987
85
$920K 0.16%
8,640
-160
86
$890K 0.16%
4,038
-29
87
$887K 0.16%
5,101
+121
88
$876K 0.15%
13,864
89
$863K 0.15%
14,313
+511
90
$845K 0.15%
43,990
+3,584
91
$819K 0.14%
8,159
+255
92
$805K 0.14%
3,161
-133
93
$797K 0.14%
3,193
94
$795K 0.14%
4,599
+187
95
$755K 0.13%
37,671
96
$754K 0.13%
30,531
97
$750K 0.13%
2,587
-18
98
$743K 0.13%
7,147
+261
99
$735K 0.13%
5,202
+115
100
$712K 0.13%
3,147
2 3
4
5 6