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
$298M
AUM Growth
-$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$976K
3
+$808K
4
CVX icon
Chevron
CVX
+$765K
5
JNJ icon
Johnson & Johnson
JNJ
+$735K

Top Sells

1
+$2.76M
2
+$2.15M
3
+$1.99M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.7M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.1M

Sector Composition

1 Technology 17.74%
2 Healthcare 10.87%
3 Financials 9.96%
4 Industrials 8.97%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
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