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
State Street 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
201
$245K 0.04%
9,105
-10,089
202
$243K 0.04%
670
203
$243K 0.04%
3,104
+30
204
$242K 0.04%
2,672
205
$238K 0.04%
11,229
+257
206
$237K 0.04%
+352
207
$235K 0.03%
5,570
+209
208
$234K 0.03%
1,161
+138
209
$232K 0.03%
2,090
+90
210
$230K 0.03%
+6,966
211
$229K 0.03%
+5,167
212
$228K 0.03%
5,521
213
$224K 0.03%
1,545
-66
214
$221K 0.03%
+2,159
215
$219K 0.03%
+3,121
216
$217K 0.03%
1,261
+38
217
$217K 0.03%
1,059
-95
218
$215K 0.03%
3,725
219
$215K 0.03%
3,162
+10
220
$213K 0.03%
2,651
+193
221
$210K 0.03%
+898
222
$209K 0.03%
+1,684
223
$207K 0.03%
1,067
224
$206K 0.03%
1,970
+151
225
$206K 0.03%
+1,859
6 7 8
9
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