RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
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
+$1.24M
2
+$1.02M
3
+$1.02M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$985K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$921K

Top Sells

1
+$1.12M
2
+$770K
3
+$727K
4
KMPR icon
Kemper
KMPR
+$694K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$310K

Sector Composition

1 Technology 15.87%
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
476
$8K ﹤0.01%
+215
477
$8K ﹤0.01%
+114
478
$8K ﹤0.01%
+200
479
$8K ﹤0.01%
+223
480
$8K ﹤0.01%
+141
481
$8K ﹤0.01%
+159
482
$8K ﹤0.01%
+19
483
$8K ﹤0.01%
+56
484
$8K ﹤0.01%
+34
485
$8K ﹤0.01%
+349
486
$7K ﹤0.01%
+448
487
$7K ﹤0.01%
+97
488
$7K ﹤0.01%
+17
489
$7K ﹤0.01%
+110
490
$7K ﹤0.01%
+125
491
$7K ﹤0.01%
+113
492
$7K ﹤0.01%
+21
493
$7K ﹤0.01%
+250
494
$7K ﹤0.01%
+130
495
$7K ﹤0.01%
+2,950
496
$7K ﹤0.01%
+313
497
$7K ﹤0.01%
+120
498
$7K ﹤0.01%
+160
499
$7K ﹤0.01%
+152
500
$7K ﹤0.01%
+185
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