RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
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
+$1.24M
2
+$1.02M
3
+$1.02M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$985K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$921K

Top Sells

1
+$1.12M
2
+$770K
3
+$727K
4
KMPR icon
Kemper
KMPR
+$694K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$310K

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
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623
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625
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0
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