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
376
$18K 0.01%
+184
377
$17K 0.01%
+60
378
$17K 0.01%
+3,829
379
$17K 0.01%
+567
380
$17K 0.01%
+239
381
$17K 0.01%
+220
382
$17K 0.01%
+593
383
$17K 0.01%
+150
384
$17K 0.01%
+375
385
$17K 0.01%
+731
386
$17K 0.01%
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387
$17K 0.01%
+100
388
$16K 0.01%
+725
389
$16K 0.01%
+1,000
390
$16K 0.01%
+567
391
$16K 0.01%
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392
$16K 0.01%
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393
$16K 0.01%
+200
394
$16K 0.01%
+61
395
$16K 0.01%
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396
$16K 0.01%
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397
$15K 0.01%
+312
398
$15K 0.01%
+261
399
$15K 0.01%
+108
400
$15K 0.01%
+149
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