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
$105M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.29M
3
+$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$659K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K

Top Sells

1
+$2.24M
2
+$1.71M
3
+$1.34M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$792K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$520K

Sector Composition

1 Technology 15.25%
2 Healthcare 12.35%
3 Financials 10.16%
4 Consumer Staples 6.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$142K 0.13%
1,242
+1,208
102
$139K 0.13%
904
-559
103
$137K 0.13%
1,048
104
$132K 0.13%
+1,469
105
$132K 0.13%
+1,656
106
$129K 0.12%
+406
107
$128K 0.12%
+7,610
108
$128K 0.12%
+1,341
109
$127K 0.12%
+6,660
110
$123K 0.12%
15,312
-1,581
111
$119K 0.11%
+716
112
$118K 0.11%
+1,116
113
$113K 0.11%
+778
114
$106K 0.1%
+3,671
115
$106K 0.1%
+2,121
116
$106K 0.1%
3,039
-1,520
117
$105K 0.1%
+937
118
$102K 0.1%
+6,936
119
$100K 0.09%
+2,203
120
$100K 0.09%
+1,299
121
$99K 0.09%
3,215
-2,042
122
$98K 0.09%
+1,520
123
$98K 0.09%
+4,054
124
$94K 0.09%
+1,045
125
$91K 0.09%
+1,161
3 4
5
6 7