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
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$5.9M
3 +$4.48M
4
JPM icon
JPMorgan Chase
JPM
+$3.51M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.76%
2 Financials 11.54%
3 Healthcare 10.38%
4 Communication Services 6.74%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.18%
+34
102
$95K 0.08%
+7,906
103
$80K 0.07%
+30,000
104
$42K 0.04%
+217,590
105
$11K 0.01%
+80