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
201
$31K 0.03%
+247
202
$31K 0.03%
+2,732
203
$29K 0.03%
+205
204
$29K 0.03%
+524
205
$29K 0.03%
+196
206
$29K 0.03%
+607
207
$28K 0.03%
+272
208
$27K 0.03%
+720
209
$26K 0.02%
+655
210
$26K 0.02%
+939
211
$25K 0.02%
+1,546
212
$25K 0.02%
+2,369
213
$25K 0.02%
+565
214
$24K 0.02%
+78
215
$24K 0.02%
+255
216
$24K 0.02%
+875
217
$23K 0.02%
+779
218
$23K 0.02%
+150
219
$23K 0.02%
+404
220
$22K 0.02%
+94
221
$22K 0.02%
+168
222
$22K 0.02%
+176
223
$22K 0.02%
+482
224
$22K 0.02%
+309
225
$21K 0.02%
+2,762
7 8
9
10 11