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
401
$14K 0.01%
+700
402
$14K 0.01%
+1,000
403
$14K 0.01%
+137
404
$14K 0.01%
+12
405
$14K 0.01%
+197
406
$14K 0.01%
+95
407
$14K 0.01%
+86
408
$14K 0.01%
+213
409
$13K 0.01%
+125
410
$13K 0.01%
+197
411
$13K 0.01%
+28
412
$13K 0.01%
+312
413
$13K 0.01%
+29
414
$13K 0.01%
+176
415
$12K ﹤0.01%
+249
416
$12K ﹤0.01%
+101
417
$12K ﹤0.01%
+80
418
$12K ﹤0.01%
+572
419
$12K ﹤0.01%
+108
420
$12K ﹤0.01%
+712
421
$12K ﹤0.01%
+100
422
$11K ﹤0.01%
+415
423
$11K ﹤0.01%
+65
424
$11K ﹤0.01%
+124
425
$11K ﹤0.01%
+51
15 16
17
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