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
326
$25K 0.01%
+1,118
327
$25K 0.01%
+1,353
328
$25K 0.01%
+309
329
$25K 0.01%
+93
330
$25K 0.01%
+82
331
$25K 0.01%
+184
332
$25K 0.01%
+678
333
$24K 0.01%
+264
334
$24K 0.01%
+750
335
$24K 0.01%
+50
336
$24K 0.01%
+341
337
$24K 0.01%
+225
338
$24K 0.01%
+1,000
339
$24K 0.01%
+96
340
$24K 0.01%
+339
341
$24K 0.01%
+200
342
$23K 0.01%
+392
343
$23K 0.01%
+114
344
$23K 0.01%
+703
345
$23K 0.01%
+686
346
$22K 0.01%
+1,850
347
$22K 0.01%
+599
348
$22K 0.01%
+145
349
$22K 0.01%
+278
350
$21K 0.01%
+150
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