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
$105M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.29M
3
+$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$659K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K

Top Sells

1
+$2.24M
2
+$1.71M
3
+$1.34M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$792K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$520K

Sector Composition

1 Technology 15.25%
2 Healthcare 12.35%
3 Financials 10.16%
4 Consumer Staples 6.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$91K 0.09%
+900
127
$91K 0.09%
+887
128
$90K 0.09%
+686
129
$88K 0.08%
+745
130
$86K 0.08%
+2,819
131
$85K 0.08%
+1,439
132
$84K 0.08%
+344
133
$83K 0.08%
+1,027
134
$83K 0.08%
+6,022
135
$82K 0.08%
+545
136
$81K 0.08%
+1,267
137
$80K 0.08%
+866
138
$80K 0.08%
+534
139
$79K 0.08%
+12,040
140
$77K 0.07%
+2,577
141
$74K 0.07%
+1,938
142
$73K 0.07%
+7,145
143
$72K 0.07%
+1,863
144
$72K 0.07%
+1,661
145
$71K 0.07%
+895
146
$71K 0.07%
+2,509
147
$71K 0.07%
+1,485
148
$71K 0.07%
+2,055
149
$68K 0.06%
+509
150
$68K 0.06%
+8,960
4 5
6
7 8