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
$567M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.13M
3
+$2.86M
4
AMZN icon
Amazon
AMZN
+$813K
5
AAPL icon
Apple
AAPL
+$681K

Top Sells

1
+$3.68M
2
+$424K
3
+$301K
4
SWK icon
Stanley Black & Decker
SWK
+$272K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$252K

Sector Composition

1 Technology 20.85%
2 Financials 12.92%
3 Consumer Discretionary 9.13%
4 Healthcare 9.01%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$444K 0.08%
18,708
+228
127
$441K 0.08%
6,428
-259
128
$437K 0.08%
7,971
+3,900
129
$437K 0.08%
806
+26
130
$433K 0.08%
1,789
131
$424K 0.07%
2,430
132
$414K 0.07%
15,076
+152
133
$414K 0.07%
3,757
-168
134
$389K 0.07%
+4,011
135
$383K 0.07%
4,918
+114
136
$383K 0.07%
20,199
-310
137
$381K 0.07%
974
+2
138
$379K 0.07%
1,950
-45
139
$375K 0.07%
3,673
-945
140
$366K 0.06%
23,205
+40
141
$363K 0.06%
828
+19
142
$359K 0.06%
1,182
+124
143
$358K 0.06%
5,467
+77
144
$357K 0.06%
6,103
+690
145
$356K 0.06%
4,934
+127
146
$355K 0.06%
6,059
+561
147
$352K 0.06%
1,150
148
$351K 0.06%
2,986
149
$346K 0.06%
766
-291
150
$345K 0.06%
6,305
4 5
6
7 8