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
$137M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2M
3
+$1.28M
4
T icon
AT&T
T
+$1.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M

Top Sells

1
+$1.3M
2
+$936K
3
+$528K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$445K
5
WFC icon
Wells Fargo
WFC
+$310K

Sector Composition

1 Technology 15.21%
2 Healthcare 10.85%
3 Financials 9.74%
4 Consumer Discretionary 8.41%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$38K 0.03%
205
202
$38K 0.03%
201
203
$38K 0.03%
1,100
204
$38K 0.03%
875
205
$37K 0.03%
733
206
$37K 0.03%
1,119
+9
207
$37K 0.03%
+900
208
$36K 0.03%
2,991
+21
209
$35K 0.03%
524
210
$35K 0.03%
196
211
$34K 0.02%
247
212
$34K 0.02%
607
213
$33K 0.02%
300
+150
214
$32K 0.02%
309
215
$31K 0.02%
2,762
216
$31K 0.02%
100
217
$31K 0.02%
294
218
$30K 0.02%
273
+1
219
$30K 0.02%
720
220
$30K 0.02%
2,369
221
$30K 0.02%
255
222
$29K 0.02%
162
+1
223
$29K 0.02%
498
+94
224
$29K 0.02%
495
-70
225
$28K 0.02%
150
7 8
9
10 11