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
176
$345K 0.05%
2,237
177
$326K 0.05%
+1,913
178
$319K 0.05%
5,235
179
$315K 0.05%
11,508
-6,320
180
$314K 0.05%
5,419
181
$309K 0.05%
+14,375
182
$295K 0.04%
11,781
+2,573
183
$293K 0.04%
+10,616
184
$291K 0.04%
9,263
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185
$290K 0.04%
779
+50
186
$284K 0.04%
840
187
$280K 0.04%
7,000
188
$278K 0.04%
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189
$277K 0.04%
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190
$276K 0.04%
5,003
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191
$273K 0.04%
2,358
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192
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4,277
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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
$258K 0.04%
3,023
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198
$258K 0.04%
1,127
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199
$246K 0.04%
10,437
+136
200
$246K 0.04%
785
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