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
$305M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.42M
3
+$2.16M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.04M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$717K

Top Sells

1
+$1.48M
2
+$553K
3
+$499K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$489K
5
MO icon
Altria Group
MO
+$425K

Sector Composition

1 Technology 13.89%
2 Healthcare 12.7%
3 Financials 9.98%
4 Industrials 8.99%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$415K 0.14%
4,177
+89
102
$407K 0.13%
9,670
+3,300
103
$405K 0.13%
1,692
-893
104
$385K 0.13%
869
105
$371K 0.12%
2,926
+1
106
$369K 0.12%
2,430
107
$364K 0.12%
4,846
+122
108
$348K 0.11%
3,736
+770
109
$341K 0.11%
1,600
-5
110
$340K 0.11%
+5,404
111
$330K 0.11%
7,985
-277
112
$325K 0.11%
13,894
113
$309K 0.1%
8,845
-129
114
$307K 0.1%
3,063
115
$299K 0.1%
17,400
-500
116
$291K 0.1%
2,831
117
$287K 0.09%
880
118
$287K 0.09%
6,525
-2,031
119
$285K 0.09%
859
120
$282K 0.09%
3,782
-124
121
$276K 0.09%
1,114
+1
122
$271K 0.09%
5,410
123
$263K 0.09%
718
+3
124
$259K 0.09%
1,837
-20
125
$258K 0.08%
11,535
2 3 4
5
6