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
$450M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$9.42M
3
+$7.83M
4
FDX icon
FedEx
FDX
+$6.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.32M

Top Sells

1
+$9.45M
2
+$1.58M
3
+$813K
4
FRC
First Republic Bank
FRC
+$418K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$364K

Sector Composition

1 Technology 18.14%
2 Financials 13.47%
3 Healthcare 10.64%
4 Consumer Discretionary 9.46%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$500K 0.11%
+2,701
127
$498K 0.11%
9,545
+1,800
128
$498K 0.11%
31,193
+490
129
$495K 0.11%
6,428
-254
130
$495K 0.11%
+2,527
131
$486K 0.11%
+3,340
132
$482K 0.11%
4,866
+1,374
133
$475K 0.11%
+11,867
134
$474K 0.11%
1,470
+314
135
$472K 0.1%
22,062
+3,114
136
$464K 0.1%
+2,854
137
$454K 0.1%
4,850
-14
138
$442K 0.1%
+28,000
139
$437K 0.1%
+13,258
140
$420K 0.09%
4,165
+23
141
$416K 0.09%
869
142
$416K 0.09%
+2,487
143
$415K 0.09%
1,687
+24
144
$413K 0.09%
+21,296
145
$411K 0.09%
3,965
+1,738
146
$393K 0.09%
+5,307
147
$385K 0.09%
+5,647
148
$380K 0.08%
+4,957
149
$379K 0.08%
+1,928
150
$375K 0.08%
4,148
+145
4 5
6
7 8