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
$567M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.13M
3
+$2.86M
4
AMZN icon
Amazon
AMZN
+$813K
5
AAPL icon
Apple
AAPL
+$681K

Top Sells

1
+$3.68M
2
+$424K
3
+$301K
4
SWK icon
Stanley Black & Decker
SWK
+$272K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$252K

Sector Composition

1 Technology 20.85%
2 Financials 12.92%
3 Consumer Discretionary 9.13%
4 Healthcare 9.01%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$639K 0.11%
4,042
102
$634K 0.11%
1,695
+531
103
$604K 0.11%
31,614
-2,700
104
$603K 0.11%
28,000
105
$597K 0.11%
9,199
106
$597K 0.11%
1,793
+42
107
$576K 0.1%
1,077
+208
108
$565K 0.1%
8,881
-56
109
$559K 0.1%
3,480
-190
110
$543K 0.1%
9,873
+9
111
$523K 0.09%
3,261
-414
112
$508K 0.09%
11,149
-4,341
113
$506K 0.09%
19,336
-154
114
$503K 0.09%
3,377
+198
115
$501K 0.09%
3,194
+113
116
$490K 0.09%
2,359
-20
117
$485K 0.09%
5,288
-980
118
$485K 0.09%
3,396
119
$481K 0.08%
4,204
-14
120
$465K 0.08%
2,348
-4
121
$461K 0.08%
3,938
-89
122
$461K 0.08%
39,977
123
$458K 0.08%
6,309
+555
124
$450K 0.08%
10,835
+1,384
125
$447K 0.08%
+51,421
3 4
5
6 7