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
$137M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2M
3
+$1.28M
4
T icon
AT&T
T
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M

Top Sells

1
+$1.3M
2
+$936K
3
+$528K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$445K
5
WFC icon
Wells Fargo
WFC
+$310K

Sector Composition

1 Technology 15.21%
2 Healthcare 10.85%
3 Financials 9.74%
4 Consumer Discretionary 8.41%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$111K 0.08%
3,671
127
$110K 0.08%
2,265
+327
128
$109K 0.08%
1,193
+32
129
$109K 0.08%
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130
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131
$107K 0.08%
2,956
+137
132
$107K 0.08%
653
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133
$106K 0.08%
6,022
134
$106K 0.08%
743
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135
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500
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136
$106K 0.08%
891
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137
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765
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138
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534
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$105K 0.08%
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140
$105K 0.08%
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141
$103K 0.08%
887
142
$102K 0.07%
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143
$97K 0.07%
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144
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145
$94K 0.07%
4,054
146
$91K 0.07%
653
147
$90K 0.07%
885
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148
$88K 0.06%
1,027
149
$88K 0.06%
509
150
$86K 0.06%
2,653
-386
4 5
6
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