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
$676M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$4.41M
3
+$2.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.79M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.29M

Top Sells

1
+$7.93M
2
+$2.3M
3
+$2.02M
4
CI icon
Cigna
CI
+$679K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$659K

Sector Composition

1 Technology 20.08%
2 Financials 15.31%
3 Healthcare 9.12%
4 Consumer Discretionary 8.73%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$447K 0.07%
3,041
-414
152
$446K 0.07%
39,977
153
$445K 0.07%
7,332
-240
154
$440K 0.07%
2,337
-93
155
$438K 0.06%
1,332
-2,064
156
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1,031
+56
157
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2,142
+1
158
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6,237
-193
159
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1,768
+300
160
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873
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161
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7,046
162
$410K 0.06%
5,597
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163
$403K 0.06%
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-100
164
$403K 0.06%
2,499
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165
$402K 0.06%
6,758
-3,449
166
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167
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168
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1,252
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169
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170
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4,225
171
$365K 0.05%
50,836
172
$365K 0.05%
120,301
173
$357K 0.05%
3,091
+105
174
$355K 0.05%
1,973
+53
175
$349K 0.05%
643
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7
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