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
$105M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.29M
3
+$806K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$659K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K

Top Sells

1
+$2.24M
2
+$1.71M
3
+$1.34M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$792K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$520K

Sector Composition

1 Technology 15.25%
2 Healthcare 12.35%
3 Financials 10.16%
4 Consumer Staples 6.25%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$43K 0.04%
+375
177
$43K 0.04%
+3,400
178
$42K 0.04%
+383
179
$40K 0.04%
+884
180
$39K 0.04%
+393
181
$39K 0.04%
+469
182
$38K 0.04%
+385
183
$38K 0.04%
+626
184
$38K 0.04%
+417
185
$38K 0.04%
+319
186
$37K 0.04%
+638
187
$36K 0.03%
+244
188
$36K 0.03%
+467
189
$36K 0.03%
+733
190
$35K 0.03%
+215
191
$35K 0.03%
+1,100
192
$35K 0.03%
+200
193
$34K 0.03%
+650
194
$33K 0.03%
+201
195
$33K 0.03%
+380
196
$32K 0.03%
+6,659
197
$32K 0.03%
+1,130
198
$32K 0.03%
+1,110
199
$32K 0.03%
+294
200
$31K 0.03%
2,970
-214,620
6 7
8
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