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
$676M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$4.41M
3
+$2.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.79M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.29M

Top Sells

1
+$7.93M
2
+$2.3M
3
+$2.02M
4
CI icon
Cigna
CI
+$679K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$659K

Sector Composition

1 Technology 20.08%
2 Financials 15.31%
3 Healthcare 9.12%
4 Consumer Discretionary 8.73%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.21%
14,565
-210
77
$1.35M 0.2%
14,673
+664
78
$1.28M 0.19%
30,000
79
$1.24M 0.18%
62,504
+11,213
80
$1.23M 0.18%
7,419
+2,229
81
$1.21M 0.18%
27,000
82
$1.19M 0.18%
5,778
+1,917
83
$1.19M 0.18%
19,332
-128,466
84
$1.18M 0.17%
4,537
+840
85
$1.17M 0.17%
8,834
+419
86
$1.16M 0.17%
4,765
+153
87
$1.15M 0.17%
4,948
+149
88
$1.15M 0.17%
13,864
89
$1.13M 0.17%
8,482
+748
90
$1.12M 0.17%
+1,688
91
$1.04M 0.15%
22,928
+768
92
$972K 0.14%
50,054
+31,113
93
$965K 0.14%
34,135
-308
94
$962K 0.14%
15,495
95
$918K 0.14%
+11,633
96
$887K 0.13%
2,027
97
$842K 0.12%
18,388
98
$841K 0.12%
11,742
-508
99
$831K 0.12%
6,067
-17
100
$824K 0.12%
3,206
-69
2 3
4
5 6