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
201
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202
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-1,789
203
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204
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-498
205
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-326
206
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-1,228
207
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-2,055
208
– –
-1,816
209
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-1,123
210
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-928
5 6 7 8
9