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
451
$10K ﹤0.01%
+305
452
$9K ﹤0.01%
+63
453
$9K ﹤0.01%
+59
454
$9K ﹤0.01%
+208
455
$9K ﹤0.01%
+166
456
$9K ﹤0.01%
+150
457
$9K ﹤0.01%
+15
458
$9K ﹤0.01%
+88
459
$9K ﹤0.01%
+152
460
$9K ﹤0.01%
+480
461
$9K ﹤0.01%
+21
462
$9K ﹤0.01%
+83
463
$8K ﹤0.01%
+34
464
$8K ﹤0.01%
+349
465
$8K ﹤0.01%
+58
466
$8K ﹤0.01%
+346
467
$8K ﹤0.01%
+100
468
$8K ﹤0.01%
+217
469
$8K ﹤0.01%
+130
470
$8K ﹤0.01%
+224
471
$8K ﹤0.01%
+314
472
$8K ﹤0.01%
+500
473
$8K ﹤0.01%
+223
474
$8K ﹤0.01%
+705
475
$8K ﹤0.01%
+159
17 18
19
20 21