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
+$1.32M
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 15.87%
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
551
$3K ﹤0.01%
+60
552
$3K ﹤0.01%
+75
553
$3K ﹤0.01%
+23
554
$3K ﹤0.01%
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555
$2K ﹤0.01%
+300
556
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557
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558
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560
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561
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$2K ﹤0.01%
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+22
566
$2K ﹤0.01%
+128
567
$2K ﹤0.01%
+1,000
568
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+134
569
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+150
570
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+100
571
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+52
572
$2K ﹤0.01%
+42
573
$2K ﹤0.01%
+15
574
$2K ﹤0.01%
+30
575
$2K ﹤0.01%
+24
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