RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$9M
3
+$7.3M
4
AAPL icon
Apple
AAPL
+$5.98M
5
MSFT icon
Microsoft
MSFT
+$3.67M

Top Sells

1
+$2.18M
2
+$1.46M
3
+$453K
4
IYH icon
iShares US Healthcare ETF
IYH
+$319K
5
BDX icon
Becton Dickinson
BDX
+$258K

Sector Composition

1 Technology 22.75%
2 Financials 14.14%
3 Consumer Discretionary 8.26%
4 Healthcare 7.39%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$319K 0.04%
+3,507
202
$313K 0.04%
1,708
+163
203
$312K 0.04%
5,420
+1
204
$311K 0.04%
6,872
+1,302
205
$310K 0.04%
+619
206
$304K 0.04%
14,354
-21
207
$303K 0.04%
2,359
+1
208
$300K 0.04%
2,671
-1
209
$296K 0.04%
+1,389
210
$294K 0.04%
+5,175
211
$294K 0.04%
+6,779
212
$288K 0.03%
729
-50
213
$286K 0.03%
+563
214
$285K 0.03%
7,000
215
$283K 0.03%
3,104
216
$283K 0.03%
+15,605
217
$281K 0.03%
858
+73
218
$279K 0.03%
3,338
-245
219
$277K 0.03%
+367
220
$275K 0.03%
6,545
-2,718
221
$274K 0.03%
+1,113
222
$274K 0.03%
+5,598
223
$273K 0.03%
6,027
+860
224
$273K 0.03%
1,501
-11,998
225
$272K 0.03%
9,109
+4
7 8
9
10 11