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
426
$11K ﹤0.01%
+496
427
$11K ﹤0.01%
+246
428
$11K ﹤0.01%
+163
429
$11K ﹤0.01%
+24
430
$11K ﹤0.01%
+115
431
$11K ﹤0.01%
+364
432
$10K ﹤0.01%
+53
433
$10K ﹤0.01%
+118
434
$10K ﹤0.01%
+300
435
$10K ﹤0.01%
+230
436
$10K ﹤0.01%
+97
437
$10K ﹤0.01%
+124
438
$10K ﹤0.01%
+55
439
$10K ﹤0.01%
+30
440
$10K ﹤0.01%
+800
441
$10K ﹤0.01%
+400
442
$10K ﹤0.01%
+22
443
$10K ﹤0.01%
+252
444
$10K ﹤0.01%
+78
445
$10K ﹤0.01%
+45
446
$10K ﹤0.01%
+34
447
$10K ﹤0.01%
+119
448
$10K ﹤0.01%
+138
449
$10K ﹤0.01%
+33
450
$10K ﹤0.01%
+95
16 17
18
19 20