RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$9M
3
+$7.3M
4
AAPL icon
Apple
AAPL
+$5.98M
5
MSFT icon
Microsoft
MSFT
+$3.67M

Top Sells

1
+$2.18M
2
+$1.46M
3
+$453K
4
IYH icon
iShares US Healthcare ETF
IYH
+$319K
5
BDX icon
Becton Dickinson
BDX
+$258K

Sector Composition

1 Technology 22.75%
2 Financials 14.14%
3 Consumer Discretionary 8.26%
4 Healthcare 7.39%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.13%
7,502
+1,435
102
$1.06M 0.13%
49,997
-57
103
$1.04M 0.12%
2,042
+931
104
$1.04M 0.12%
1,564
+921
105
$1M 0.12%
3,401
+134
106
$967K 0.12%
18,388
107
$957K 0.11%
20,040
-31
108
$914K 0.11%
12,914
+1,172
109
$898K 0.11%
1,269
+351
110
$898K 0.11%
31,017
-3,118
111
$884K 0.11%
+2,181
112
$870K 0.1%
3,051
-155
113
$868K 0.1%
14,812
+3,200
114
$852K 0.1%
2,027
115
$848K 0.1%
30,651
-150
116
$827K 0.1%
+1,050
117
$819K 0.1%
3,069
+656
118
$812K 0.1%
6,102
+980
119
$799K 0.1%
9,903
-1,730
120
$782K 0.09%
8,038
-141
121
$780K 0.09%
28,000
122
$777K 0.09%
14,720
+9,717
123
$775K 0.09%
6,987
+100
124
$756K 0.09%
2,592
+2
125
$747K 0.09%
16,141
+5,549
3 4
5
6 7