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
Financial Select Sector SPDR Fund
XLF
+$988K
5
XLV icon
Health Care Select Sector SPDR Fund
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%
+90
527
$4K ﹤0.01%
+225
528
$4K ﹤0.01%
+105
529
$4K ﹤0.01%
+27
530
$4K ﹤0.01%
+182
531
$4K ﹤0.01%
+54
532
$4K ﹤0.01%
+76
533
$4K ﹤0.01%
+33
534
$4K ﹤0.01%
+250
535
$4K ﹤0.01%
+117
536
$4K ﹤0.01%
+100
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%
+100
544
$3K ﹤0.01%
+20
545
$3K ﹤0.01%
+60
546
$3K ﹤0.01%
+2,000
547
$3K ﹤0.01%
+128
548
$3K ﹤0.01%
+123
549
$3K ﹤0.01%
+80
550
$3K ﹤0.01%
+48
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