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RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
-$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$719K
3
+$444K
4
LEN.B icon
Lennar Class B
LEN.B
+$393K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$342K

Top Sells

1
+$3.25M
2
+$1.55M
3
+$1.4M
4
AVGO icon
Broadcom
AVGO
+$1.29M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.24M

Sector Composition

1 Technology 17.38%
2 Financials 13.62%
3 Healthcare 10.49%
4 Industrials 9.43%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45.1K 0.01%
+16,000
177
$24.8K 0.01%
+6,000
178
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-1,889
179
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180
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181
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182
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184
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185
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186
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-4,957
187
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-13,258
188
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-15,024
189
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-6,881
190
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191
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-4,502
192
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193
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194
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195
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196
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197
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198
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199
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200
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-7,814
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