RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$9M
3
+$7.3M
4
AAPL icon
Apple
AAPL
+$5.98M
5
MSFT icon
Microsoft
MSFT
+$3.67M

Top Sells

1
+$2.18M
2
+$1.46M
3
+$453K
4
IYH icon
iShares US Healthcare ETF
IYH
+$319K
5
BDX icon
Becton Dickinson
BDX
+$258K

Sector Composition

1 Technology 22.75%
2 Financials 14.14%
3 Consumer Discretionary 8.26%
4 Healthcare 7.39%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.22%
3,541
+2,155
77
$1.74M 0.21%
11,924
+3,090
78
$1.72M 0.21%
18,739
+4,066
79
$1.7M 0.2%
12,530
+4,048
80
$1.66M 0.2%
1,579
+1,049
81
$1.65M 0.2%
96,485
+1,107
82
$1.64M 0.2%
12,321
+1,240
83
$1.58M 0.19%
4,963
+426
84
$1.52M 0.18%
72,917
+45,204
85
$1.48M 0.18%
16,455
+1,890
86
$1.47M 0.18%
12,550
87
$1.46M 0.17%
11,554
-2
88
$1.41M 0.17%
45,537
+187
89
$1.38M 0.16%
19,820
+488
90
$1.37M 0.16%
61,891
-613
91
$1.35M 0.16%
6,104
+1,156
92
$1.27M 0.15%
30,000
93
$1.26M 0.15%
+3,710
94
$1.24M 0.15%
5,656
+891
95
$1.16M 0.14%
14,227
-169
96
$1.16M 0.14%
27,000
97
$1.15M 0.14%
23,187
+259
98
$1.15M 0.14%
105,722
-14,579
99
$1.11M 0.13%
16,087
+592
100
$1.07M 0.13%
13,864
2 3
4
5 6