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
351
$20K 0.01%
+261
352
$20K 0.01%
+339
353
$20K 0.01%
+195
354
$20K 0.01%
+1,164
355
$20K 0.01%
+162
356
$20K 0.01%
+83
357
$20K 0.01%
+148
358
$20K 0.01%
+296
359
$20K 0.01%
+1,100
360
$20K 0.01%
+400
361
$20K 0.01%
+132
362
$19K 0.01%
+153
363
$19K 0.01%
+240
364
$19K 0.01%
+964
365
$19K 0.01%
+389
366
$19K 0.01%
+1,050
367
$18K 0.01%
+207
368
$18K 0.01%
+63
369
$18K 0.01%
+443
370
$18K 0.01%
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371
$18K 0.01%
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372
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+150
373
$18K 0.01%
+200
374
$18K 0.01%
+58
375
$18K 0.01%
+84
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