RDWM
Red Door Wealth Management Portfolio holdings
AUM
$838M
This Quarter Return
+10.01%
1 Year Return
+19.35%
3 Year Return
+84.98%
5 Year Return
+143.12%
10 Year Return
–
AUM
$305M
AUM Growth
+$40.6M
(+15%)
Cap. Flow
+$18.5M
Cap. Flow
% of AUM
6.08%
Top 10 Holdings %
Top 10 Hldgs %
30.34%
Holding
143
New
13
Increased
78
Reduced
33
Closed
3
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$2.43M |
| 2 |
Schwab 1000 Index ETF
SCHK
|
$2.42M |
| 3 |
Sprott Physical Gold
PHYS
|
$2.16M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$1.04M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$717K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$1.48M |
| 2 |
Apple
AAPL
|
$553K |
| 3 |
CAPD
iPath Shiller CAPE ETN
CAPD
|
$499K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$489K |
| 5 |
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% |
