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
301
$32K 0.01%
+386
302
$31K 0.01%
+262
303
$31K 0.01%
+585
304
$31K 0.01%
+534
305
$31K 0.01%
+987
306
$30K 0.01%
+274
307
$30K 0.01%
+669
308
$28K 0.01%
+235
309
$28K 0.01%
+54
310
$27K 0.01%
+110
311
$27K 0.01%
+600
312
$27K 0.01%
+325
313
$27K 0.01%
+417
314
$27K 0.01%
+969
315
$26K 0.01%
+169
316
$26K 0.01%
+853
317
$26K 0.01%
+935
318
$26K 0.01%
+361
319
$26K 0.01%
+266
320
$26K 0.01%
+96
321
$26K 0.01%
+140
322
$26K 0.01%
+500
323
$26K 0.01%
+571
324
$26K 0.01%
+283
325
$25K 0.01%
+963
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