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
1
$30.9M 5.44%
75,932
+1,064
2
$28.1M 4.95%
227,351
+11
3
$26.3M 4.63%
1,226,796
+8,370
4
$23.8M 4.2%
113,103
+3,232
5
$22.8M 4.03%
51,119
+1,377
6
$17.1M 3.01%
88,309
+4,206
7
$16.3M 2.86%
54,198
+1,125
8
$16M 2.82%
87,191
+3,121
9
$12.6M 2.21%
62,071
+2,866
10
$11.2M 1.97%
+422,564
11
$11M 1.93%
76,814
12
$10.8M 1.9%
12,693
+604
13
$10.3M 1.81%
3,470
-18
14
$9.67M 1.7%
17,672
+837
15
$9.46M 1.67%
60,484
+696
16
$9.06M 1.6%
7,088
+331
17
$8.43M 1.49%
68,094
+3,287
18
$8.37M 1.47%
123,583
+6,235
19
$8.23M 1.45%
26,346
+1,317
20
$8.22M 1.45%
16,143
+1,064
21
$8.18M 1.44%
31,156
+2,108
22
$8.16M 1.44%
40,961
+2,754
23
$7.89M 1.39%
47,813
+1,991
24
$7.63M 1.34%
22,158
+1,367
25
$7.24M 1.28%
54,599
+3,042
1
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