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
$567M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.13M
3
+$2.86M
4
AMZN icon
Amazon
AMZN
+$813K
5
AAPL icon
Apple
AAPL
+$681K

Top Sells

1
+$3.68M
2
+$424K
3
+$301K
4
SWK icon
Stanley Black & Decker
SWK
+$272K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$252K

Sector Composition

1 Technology 20.85%
2 Financials 12.92%
3 Consumer Discretionary 9.13%
4 Healthcare 9.01%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$334K 0.06%
1,064
-141
152
$330K 0.06%
5,549
-1,086
153
$321K 0.06%
5,235
154
$312K 0.06%
396
+33
155
$311K 0.05%
914
+58
156
$311K 0.05%
1,329
-108
157
$307K 0.05%
7,831
-5,586
158
$305K 0.05%
3,725
159
$304K 0.05%
1,415
-10
160
$298K 0.05%
3,782
-44
161
$289K 0.05%
+14,563
162
$279K 0.05%
633
163
$278K 0.05%
+61,703
164
$275K 0.05%
+3,810
165
$271K 0.05%
1,582
+1
166
$270K 0.05%
5,098
+83
167
$264K 0.05%
4,469
+36
168
$256K 0.05%
1,813
-182
169
$256K 0.05%
25,000
170
$255K 0.04%
669
171
$252K 0.04%
2,672
-890
172
$252K 0.04%
564
-41
173
$248K 0.04%
2,206
174
$247K 0.04%
1,805
-26,907
175
$236K 0.04%
+4,778
5 6
7
8 9