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
526
$4K ﹤0.01%
+27
527
$4K ﹤0.01%
+182
528
$4K ﹤0.01%
+54
529
$4K ﹤0.01%
+76
530
$4K ﹤0.01%
+33
531
$4K ﹤0.01%
+250
532
$4K ﹤0.01%
+117
533
$4K ﹤0.01%
+100
534
$4K ﹤0.01%
+90
535
$4K ﹤0.01%
+225
536
$4K ﹤0.01%
+105
537
$3K ﹤0.01%
+83
538
$3K ﹤0.01%
+23
539
$3K ﹤0.01%
+75
540
$3K ﹤0.01%
+60
541
$3K ﹤0.01%
+100
542
$3K ﹤0.01%
+92
543
$3K ﹤0.01%
+30
544
$3K ﹤0.01%
+34
545
$3K ﹤0.01%
+27
546
$3K ﹤0.01%
+100
547
$3K ﹤0.01%
+20
548
$3K ﹤0.01%
+60
549
$3K ﹤0.01%
+2,000
550
$3K ﹤0.01%
+128
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