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
176
$234K 0.04%
905
-17
177
$230K 0.04%
58
178
$230K 0.04%
9,104
179
$228K 0.04%
+1,122
180
$227K 0.04%
3,074
181
$222K 0.04%
+2,297
182
$221K 0.04%
1,388
-1,128
183
$220K 0.04%
840
-6
184
$220K 0.04%
794
-55
185
$218K 0.04%
4,045
+105
186
$218K 0.04%
+23,455
187
$210K 0.04%
+364
188
$208K 0.04%
3,131
+11
189
$206K 0.04%
+2,000
190
$133K 0.02%
24,015
+13,555
191
$112K 0.02%
22,654
192
$85.7K 0.02%
25,500
-560
193
$74.4K 0.01%
13,076
194
$37.2K 0.01%
24,000
195
$34.6K 0.01%
+15,000
196
$19.6K ﹤0.01%
+10,905
197
$13.9K ﹤0.01%
13,996
+1,996
198
– –
-1,114
199
– –
-968
200
– –
-2,786
5 6 7
8
9