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
$461M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.05M
3
+$924K
4
AMZN icon
Amazon
AMZN
+$863K
5
MMC icon
Marsh & McLennan
MMC
+$746K

Top Sells

1
+$551K
2
+$451K
3
+$420K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$353K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$302K

Sector Composition

1 Technology 18.25%
2 Financials 13.81%
3 Healthcare 9.83%
4 Consumer Discretionary 9.48%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$405K 0.09%
5,754
127
$403K 0.09%
3,892
+136
128
$401K 0.09%
4,118
+34
129
$393K 0.09%
5,422
+415
130
$389K 0.08%
780
131
$386K 0.08%
1,657
+191
132
$385K 0.08%
1,098
-12
133
$385K 0.08%
2,593
+181
134
$380K 0.08%
3,270
+64
135
$379K 0.08%
2,381
+2
136
$366K 0.08%
972
137
$366K 0.08%
1,550
+125
138
$366K 0.08%
7,435
-39
139
$364K 0.08%
2,223
+172
140
$362K 0.08%
1,164
141
$359K 0.08%
4,551
+142
142
$353K 0.08%
2,071
+59
143
$344K 0.07%
2,986
+155
144
$342K 0.07%
833
145
$339K 0.07%
1,150
146
$338K 0.07%
1,386
-707
147
$328K 0.07%
4,071
148
$326K 0.07%
6,305
-220
149
$321K 0.07%
3,901
+359
150
$317K 0.07%
3,228
-1,163
4 5
6
7 8