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
$261M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$1.04M
3
+$918K
4
AMZN icon
Amazon
AMZN
+$687K
5
MSFT icon
Microsoft
MSFT
+$609K

Top Sells

1
+$749K
2
+$679K
3
+$204K
4
CP icon
Canadian Pacific Kansas City
CP
+$203K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$202K

Sector Composition

1 Technology 17.1%
2 Financials 10.67%
3 Healthcare 8.8%
4 Industrials 7.72%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$304K 0.12%
24,516
+4,289
127
$297K 0.11%
5,220
128
$297K 0.11%
398
-8
129
$288K 0.11%
13,154
130
$285K 0.11%
892
-10
131
$284K 0.11%
1,148
+35
132
$282K 0.11%
+4,631
133
$282K 0.11%
168
-1
134
$282K 0.11%
1,901
-35
135
$274K 0.1%
2,813
-306
136
$271K 0.1%
2,926
-329
137
$271K 0.1%
2,044
+1,353
138
$267K 0.1%
1,463
+1
139
$267K 0.1%
1,736
+849
140
$266K 0.1%
4,899
141
$264K 0.1%
3,532
-1,732
142
$259K 0.1%
3,345
+277
143
$248K 0.09%
3,684
+6
144
$245K 0.09%
3,495
-279
145
$241K 0.09%
1,491
+47
146
$231K 0.09%
1,340
-55
147
$227K 0.09%
1,812
-115
148
$225K 0.09%
4,003
+36
149
$222K 0.08%
1,490
+93
150
$216K 0.08%
6,254
+2
4 5
6
7 8