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
551
$3K ﹤0.01%
+88
552
$3K ﹤0.01%
+30
553
$3K ﹤0.01%
+34
554
$3K ﹤0.01%
+27
555
$2K ﹤0.01%
+100
556
$2K ﹤0.01%
+33
557
$2K ﹤0.01%
+100
558
$2K ﹤0.01%
+62
559
$2K ﹤0.01%
+24
560
$2K ﹤0.01%
+30
561
$2K ﹤0.01%
+15
562
$2K ﹤0.01%
+42
563
$2K ﹤0.01%
+52
564
$2K ﹤0.01%
+100
565
$2K ﹤0.01%
+150
566
$2K ﹤0.01%
+134
567
$2K ﹤0.01%
+1,000
568
$2K ﹤0.01%
+128
569
$2K ﹤0.01%
+22
570
$2K ﹤0.01%
+102
571
$2K ﹤0.01%
+58
572
$2K ﹤0.01%
+18
573
$2K ﹤0.01%
+8
574
$2K ﹤0.01%
+10
575
$2K ﹤0.01%
+395
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