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
$137M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2M
3
+$1.28M
4
T icon
AT&T
T
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M

Top Sells

1
+$1.3M
2
+$936K
3
+$528K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$445K
5
WFC icon
Wells Fargo
WFC
+$310K

Sector Composition

1 Technology 15.21%
2 Healthcare 10.85%
3 Financials 9.74%
4 Consumer Discretionary 8.41%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$85K 0.06%
1,875
+12
152
$84K 0.06%
1,661
153
$82K 0.06%
1,485
154
$81K 0.06%
2,222
155
$80K 0.06%
4,745
156
$78K 0.06%
481
157
$76K 0.06%
972
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158
$76K 0.06%
600
159
$74K 0.05%
4,047
160
$71K 0.05%
895
161
$71K 0.05%
972
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162
$68K 0.05%
1,181
+231
163
$68K 0.05%
1,861
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164
$68K 0.05%
780
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165
$67K 0.05%
1,996
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166
$66K 0.05%
215
167
$65K 0.05%
693
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168
$63K 0.05%
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169
$60K 0.04%
750
170
$59K 0.04%
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171
$58K 0.04%
1,121
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172
$57K 0.04%
1,488
173
$57K 0.04%
+1,004
174
$54K 0.04%
3,352
-48
175
$53K 0.04%
446
+53
5 6
7
8 9