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
276
$41K 0.02%
+1,582
277
$41K 0.02%
+215
278
$40K 0.02%
+1,479
279
$40K 0.02%
+138
280
$40K 0.02%
+251
281
$39K 0.02%
+293
282
$39K 0.02%
+608
283
$38K 0.01%
+193
284
$37K 0.01%
+905
285
$36K 0.01%
+279
286
$35K 0.01%
+304
287
$35K 0.01%
+152
288
$35K 0.01%
+164
289
$35K 0.01%
+669
290
$34K 0.01%
+1,500
291
$34K 0.01%
+88
292
$34K 0.01%
+484
293
$33K 0.01%
+647
294
$33K 0.01%
4,485
-7
295
$33K 0.01%
+453
296
$33K 0.01%
+342
297
$33K 0.01%
+131
298
$33K 0.01%
+325
299
$32K 0.01%
+168
300
$32K 0.01%
+168
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