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
$461M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.05M
3
+$924K
4
AMZN icon
Amazon
AMZN
+$863K
5
MMC icon
Marsh & McLennan
MMC
+$746K

Top Sells

1
+$551K
2
+$451K
3
+$420K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$353K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$302K

Sector Composition

1 Technology 18.25%
2 Financials 13.81%
3 Healthcare 9.83%
4 Consumer Discretionary 9.48%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$309K 0.07%
5,497
+1
152
$307K 0.07%
3,015
+493
153
$300K 0.07%
+5,415
154
$300K 0.07%
+5,235
155
$299K 0.06%
3,725
156
$295K 0.06%
364
-8
157
$279K 0.06%
4,246
+623
158
$279K 0.06%
1,114
159
$278K 0.06%
3,189
160
$277K 0.06%
1,233
+9
161
$275K 0.06%
1,697
+127
162
$273K 0.06%
1,601
163
$272K 0.06%
+638
164
$268K 0.06%
3,466
165
$266K 0.06%
3,564
166
$260K 0.06%
+14,857
167
$258K 0.06%
3,750
+40
168
$255K 0.06%
25,000
169
$255K 0.06%
+4,652
170
$252K 0.05%
922
+94
171
$249K 0.05%
1,036
+76
172
$243K 0.05%
1,441
173
$241K 0.05%
+2,651
174
$237K 0.05%
669
175
$235K 0.05%
+1,639
5 6
7
8 9