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
$305M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.2M
3
+$996K
4
AAPL icon
Apple
AAPL
+$932K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$644K

Top Sells

1
+$1.34M
2
+$524K
3
+$468K
4
MAA icon
Mid-America Apartment Communities
MAA
+$448K
5
T icon
AT&T
T
+$360K

Sector Composition

1 Technology 18.72%
2 Financials 9.69%
3 Healthcare 9.39%
4 Industrials 8.18%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$353K 0.12%
4,920
-300
127
$348K 0.11%
5,687
+1,056
128
$336K 0.11%
5,590
-20
129
$326K 0.11%
410
+12
130
$318K 0.1%
5,416
+140
131
$312K 0.1%
1,892
-9
132
$311K 0.1%
24,831
+315
133
$305K 0.1%
1,147
-1
134
$302K 0.1%
3,131
+205
135
$280K 0.09%
2,854
+41
136
$269K 0.09%
3,678
-6
137
$269K 0.09%
+778
138
$269K 0.09%
13,154
139
$267K 0.09%
1,464
+1
140
$262K 0.09%
2,542
+50
141
$260K 0.09%
2,330
-96
142
$259K 0.08%
1,489
-1
143
$257K 0.08%
6,254
144
$257K 0.08%
+865
145
$251K 0.08%
+2,967
146
$237K 0.08%
3,931
+436
147
$233K 0.08%
+1,497
148
$227K 0.07%
1,491
149
$226K 0.07%
4,202
-697
150
$223K 0.07%
10,920
3 4 5
6
7