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
$653M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.02M
3
+$2.23M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.02M
5
MSFT icon
Microsoft
MSFT
+$1.75M

Top Sells

1
+$4.74M
2
+$1.25M
3
+$739K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$624K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$492K

Sector Composition

1 Technology 22.2%
2 Financials 14.32%
3 Consumer Discretionary 9.49%
4 Healthcare 8.2%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$553K 0.08%
3,268
+7
127
$551K 0.08%
5,960
-163
128
$543K 0.08%
19,194
+2
129
$540K 0.08%
1,627
+46
130
$537K 0.08%
2,034
+83
131
$529K 0.08%
17,828
+2,832
132
$526K 0.08%
4,247
+140
133
$523K 0.08%
4,412
-58
134
$503K 0.08%
491
+95
135
$491K 0.08%
+13,523
136
$491K 0.08%
858
-55
137
$489K 0.07%
4,192
+150
138
$486K 0.07%
+2,008
139
$483K 0.07%
969
140
$478K 0.07%
+3,170
141
$471K 0.07%
3,840
+646
142
$470K 0.07%
39,977
143
$468K 0.07%
888
+255
144
$462K 0.07%
4,656
+262
145
$455K 0.07%
4,985
+118
146
$450K 0.07%
2,430
147
$446K 0.07%
3,455
-64
148
$437K 0.07%
16,895
-2,051
149
$435K 0.07%
7,572
+1
150
$431K 0.07%
2,141
+34
4 5
6
7 8