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
$257M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.07M
3
+$1.06M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$988K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$946K

Top Sells

1
+$1.09M
2
+$787K
3
+$735K
4
KMPR icon
Kemper
KMPR
+$694K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$319K

Sector Composition

1 Technology 15.88%
2 Financials 10.81%
3 Healthcare 9.04%
4 Consumer Discretionary 7.43%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70K 0.03%
+469
227
$70K 0.03%
+314
228
$70K 0.03%
+3,819
229
$69K 0.03%
+626
230
$69K 0.03%
+189
231
$67K 0.03%
+1,062
232
$67K 0.03%
+327
233
$67K 0.03%
+390
234
$66K 0.03%
+897
235
$66K 0.03%
+1,634
236
$65K 0.03%
+3,570
237
$64K 0.02%
+991
238
$62K 0.02%
+535
239
$62K 0.02%
+1,004
240
$61K 0.02%
+724
241
$60K 0.02%
+1,014
242
$60K 0.02%
+332
243
$59K 0.02%
+2,815
244
$58K 0.02%
+1,060
245
$57K 0.02%
+1,124
246
$57K 0.02%
+66
247
$57K 0.02%
+557
248
$57K 0.02%
+634
249
$56K 0.02%
+1,312
250
$56K 0.02%
+639
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