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
State Street Financial Select Sector SPDR ETF
XLF
+$988K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
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
251
$55K 0.02%
+750
252
$54K 0.02%
+2,130
253
$54K 0.02%
+1,000
254
$53K 0.02%
+1,092
255
$52K 0.02%
+171
256
$51K 0.02%
+1,403
257
$51K 0.02%
+2,762
258
$51K 0.02%
+2,369
259
$50K 0.02%
+207
260
$48K 0.02%
+200
261
$48K 0.02%
+594
262
$47K 0.02%
+880
263
$47K 0.02%
+990
264
$47K 0.02%
+197
265
$47K 0.02%
+150
266
$47K 0.02%
+782
267
$46K 0.02%
+568
268
$46K 0.02%
+610
269
$46K 0.02%
+358
270
$46K 0.02%
+255
271
$46K 0.02%
+332
272
$45K 0.02%
+246
273
$44K 0.02%
+840
274
$43K 0.02%
+1,100
275
$42K 0.02%
+535
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