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
$137M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2M
3
+$1.28M
4
T icon
AT&T
T
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M

Top Sells

1
+$1.3M
2
+$936K
3
+$528K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$445K
5
WFC icon
Wells Fargo
WFC
+$310K

Sector Composition

1 Technology 15.21%
2 Healthcare 10.85%
3 Financials 9.74%
4 Consumer Discretionary 8.41%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$195K 0.14%
2,139
+483
102
$191K 0.14%
2,655
+600
103
$188K 0.14%
3,088
104
$182K 0.13%
3,192
+21
105
$178K 0.13%
904
106
$170K 0.12%
3,644
107
$167K 0.12%
4,305
+3
108
$166K 0.12%
6,069
-322
109
$161K 0.12%
6,323
-12,161
110
$157K 0.11%
6,073
111
$150K 0.11%
646
112
$145K 0.11%
1,299
113
$136K 0.1%
778
114
$135K 0.1%
3,215
115
$134K 0.1%
1,469
116
$129K 0.09%
716
117
$127K 0.09%
1,104
-12
118
$123K 0.09%
1,045
119
$120K 0.09%
1,856
+417
120
$120K 0.09%
2,203
121
$119K 0.09%
8,960
122
$115K 0.08%
7,692
+547
123
$113K 0.08%
344
124
$112K 0.08%
1,520
125
$112K 0.08%
6,735
-201
3 4
5
6 7