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
$105M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.29M
3
+$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$659K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K

Top Sells

1
+$2.24M
2
+$1.71M
3
+$1.34M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$792K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$520K

Sector Composition

1 Technology 15.25%
2 Healthcare 12.35%
3 Financials 10.16%
4 Consumer Staples 6.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$68K 0.06%
+4,047
152
$66K 0.06%
+481
153
$66K 0.06%
+776
154
$65K 0.06%
+215
155
$65K 0.06%
+653
156
$62K 0.06%
+1,592
157
$62K 0.06%
+4,446
158
$61K 0.06%
+4,745
159
$61K 0.06%
+1,781
160
$61K 0.06%
+1,853
161
$59K 0.06%
+2,000
162
$59K 0.06%
+1,450
163
$59K 0.06%
+600
164
$59K 0.06%
+2,222
165
$57K 0.05%
+872
166
$54K 0.05%
+750
167
$53K 0.05%
+1,890
168
$50K 0.05%
+1,488
169
$48K 0.05%
+466
170
$45K 0.04%
+2,480
171
$45K 0.04%
+616
172
$45K 0.04%
+950
173
$44K 0.04%
+920
174
$44K 0.04%
+322
175
$43K 0.04%
+505
5 6
7
8 9