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
476
$8K ﹤0.01%
+19
477
$8K ﹤0.01%
+56
478
$8K ﹤0.01%
+72
479
$8K ﹤0.01%
+34
480
$8K ﹤0.01%
+28
481
$8K ﹤0.01%
+138
482
$8K ﹤0.01%
+38
483
$8K ﹤0.01%
+215
484
$8K ﹤0.01%
+114
485
$8K ﹤0.01%
+200
486
$7K ﹤0.01%
+21
487
$7K ﹤0.01%
+250
488
$7K ﹤0.01%
+185
489
– –
0
490
$7K ﹤0.01%
+448
491
$7K ﹤0.01%
+97
492
$7K ﹤0.01%
+17
493
$7K ﹤0.01%
+110
494
$7K ﹤0.01%
+125
495
$7K ﹤0.01%
+113
496
$7K ﹤0.01%
+130
497
$7K ﹤0.01%
+2,950
498
$7K ﹤0.01%
+313
499
$7K ﹤0.01%
+120
500
$7K ﹤0.01%
+160
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