RDWM
Red Door Wealth Management Portfolio holdings
AUM
$838M
1-Year Return
19.35%
This Quarter Return
+7.81%
1 Year Return
+19.35%
3 Year Return
+84.98%
5 Year Return
+143.12%
10 Year Return
–
AUM
$257M
AUM Growth
+$61M
(+31%)
Cap. Flow
+$47.3M
Cap. Flow
% of AUM
18.39%
Top 10 Holdings %
Top 10 Hldgs %
30.49%
Holding
672
New
548
Increased
84
Reduced
18
Closed
2
Top Buys
| 1 |
Microsoft
MSFT
|
+$1.32M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$1.07M |
| 3 |
Amazon
AMZN
|
+$1.06M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$988K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$946K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.09M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$787K |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$735K |
| 4 |
Kemper
KMPR
|
+$694K |
| 5 |
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% |
