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
$461M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.05M
3
+$924K
4
AMZN icon
Amazon
AMZN
+$863K
5
MMC icon
Marsh & McLennan
MMC
+$746K

Top Sells

1
+$551K
2
+$451K
3
+$420K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$353K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$302K

Sector Composition

1 Technology 18.25%
2 Financials 13.81%
3 Healthcare 9.83%
4 Consumer Discretionary 9.48%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$581K 0.13%
6,359
+2,629
102
$576K 0.13%
9,199
103
$575K 0.12%
7,101
+111
104
$568K 0.12%
26,999
-167
105
$565K 0.12%
1,464
-91
106
$563K 0.12%
9,560
-32
107
$559K 0.12%
13,855
+1,442
108
$556K 0.12%
12,686
-458
109
$549K 0.12%
3,675
110
$540K 0.12%
28,000
111
$527K 0.11%
1,784
+148
112
$508K 0.11%
22,064
-1,404
113
$488K 0.11%
29,081
-370
114
$478K 0.1%
2,216
115
$475K 0.1%
4,949
+54
116
$473K 0.1%
9,764
-343
117
$472K 0.1%
3,632
+500
118
$457K 0.1%
32,239
+1,070
119
$441K 0.1%
869
120
$436K 0.09%
+18,468
121
$425K 0.09%
4,096
122
$423K 0.09%
8,239
-4,325
123
$422K 0.09%
3,179
-55
124
$413K 0.09%
14,924
125
$406K 0.09%
4,444
-289
3 4
5
6 7