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
$676M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$4.41M
3
+$2.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.79M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.29M

Top Sells

1
+$7.93M
2
+$2.3M
3
+$2.02M
4
CI icon
Cigna
CI
+$679K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$659K

Sector Composition

1 Technology 20.08%
2 Financials 15.31%
3 Healthcare 9.12%
4 Consumer Discretionary 8.73%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$819K 0.12%
30,801
+259
102
$812K 0.12%
3,267
-1,874
103
$797K 0.12%
5,704
+363
104
$772K 0.11%
6,887
+927
105
$732K 0.11%
20,071
-55
106
$706K 0.1%
2,590
+1
107
$697K 0.1%
11,612
+26
108
$694K 0.1%
28,000
109
$691K 0.1%
95,378
110
$687K 0.1%
9,199
111
$683K 0.1%
2,413
+66
112
$669K 0.1%
2,029
-14
113
$667K 0.1%
9,608
114
$646K 0.1%
10,592
-196
115
$626K 0.09%
2,834
-106
116
$616K 0.09%
28,358
-13,621
117
$612K 0.09%
10,497
-1,846
118
$595K 0.09%
3,447
+179
119
$595K 0.09%
8,179
+24
120
$594K 0.09%
+1,386
121
$592K 0.09%
5,122
-119
122
$581K 0.09%
5,530
+874
123
$578K 0.09%
+2,043
124
$577K 0.09%
24,627
+7,732
125
$574K 0.08%
2,219
+185
3 4
5
6 7