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
$261M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$1.04M
3
+$918K
4
AMZN icon
Amazon
AMZN
+$687K
5
MSFT icon
Microsoft
MSFT
+$609K

Top Sells

1
+$749K
2
+$679K
3
+$204K
4
CP icon
Canadian Pacific Kansas City
CP
+$203K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$202K

Sector Composition

1 Technology 17.1%
2 Financials 10.67%
3 Healthcare 8.8%
4 Industrials 7.72%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$413K 0.16%
4,352
+14
102
$405K 0.15%
1,395
+237
103
$395K 0.15%
3,542
+98
104
$384K 0.15%
9,435
105
$383K 0.15%
15,575
106
$378K 0.14%
2,830
+86
107
$375K 0.14%
4,366
+261
108
$374K 0.14%
1,907
-42
109
$369K 0.14%
2,878
110
$368K 0.14%
683
+659
111
$366K 0.14%
3,883
-74
112
$358K 0.14%
6,826
+1,235
113
$357K 0.14%
2,433
+458
114
$353K 0.14%
4,915
115
$353K 0.14%
823
+181
116
$342K 0.13%
561
+26
117
$339K 0.13%
5,276
-419
118
$339K 0.13%
1,002
+143
119
$338K 0.13%
2,495
+281
120
$335K 0.13%
5,069
121
$334K 0.13%
2,132
+1,963
122
$328K 0.13%
1,173
+1,152
123
$322K 0.12%
2,730
+191
124
$312K 0.12%
6,321
-2,812
125
$305K 0.12%
2,426
3 4
5
6 7