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
$450M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$9.42M
3
+$7.83M
4
FDX icon
FedEx
FDX
+$6.35M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.32M

Top Sells

1
+$9.45M
2
+$1.58M
3
+$813K
4
FRC
First Republic Bank
FRC
+$418K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$364K

Sector Composition

1 Technology 18.14%
2 Financials 13.47%
3 Healthcare 10.64%
4 Consumer Discretionary 9.46%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$304K 0.07%
+3,704
177
$303K 0.07%
+9,401
178
$303K 0.07%
+1,918
179
$299K 0.07%
5,496
+86
180
$293K 0.06%
3,473
-469
181
$285K 0.06%
+2,614
182
$285K 0.06%
+1,165
183
$283K 0.06%
+15,024
184
$278K 0.06%
2,081
+170
185
$278K 0.06%
+10,305
186
$275K 0.06%
+15,800
187
$275K 0.06%
+4,848
188
$274K 0.06%
+4,063
189
$273K 0.06%
1,114
190
$272K 0.06%
+25,000
191
$271K 0.06%
+2,045
192
$269K 0.06%
11,535
193
$267K 0.06%
+4,715
194
$266K 0.06%
+16,389
195
$265K 0.06%
+6,881
196
$251K 0.06%
+5,902
197
$249K 0.06%
3,359
+31
198
$248K 0.06%
+359
199
$243K 0.05%
+5,602
200
$240K 0.05%
+1,558
5 6 7
8
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