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
$676M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$4.41M
3
+$2.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.79M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.29M

Top Sells

1
+$7.93M
2
+$2.3M
3
+$2.02M
4
CI icon
Cigna
CI
+$679K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$659K

Sector Composition

1 Technology 20.08%
2 Financials 15.31%
3 Healthcare 9.12%
4 Consumer Discretionary 8.73%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$569K 0.08%
29,101
-5,569
127
$563K 0.08%
1,108
+139
128
$550K 0.08%
1,484
+112
129
$542K 0.08%
+3,179
130
$539K 0.08%
+27,713
131
$535K 0.08%
13,523
132
$525K 0.08%
958
+70
133
$511K 0.08%
3,020
-150
134
$508K 0.08%
2,538
+1,094
135
$507K 0.08%
3,840
136
$504K 0.07%
7,020
+1,623
137
$501K 0.07%
918
+60
138
$501K 0.07%
530
+39
139
$498K 0.07%
4,142
-50
140
$496K 0.07%
17,383
+1,757
141
$492K 0.07%
2,500
142
$489K 0.07%
1,799
+172
143
$479K 0.07%
33,118
-6,882
144
$476K 0.07%
4,337
+90
145
$468K 0.07%
4,190
-222
146
$466K 0.07%
12,640
+2,396
147
$462K 0.07%
4,711
-274
148
$459K 0.07%
860
-373
149
$453K 0.07%
+3,264
150
$452K 0.07%
1,568
+369
4 5
6
7 8