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
126
$280K 0.11%
+406
127
$275K 0.11%
1,113
-1
128
$275K 0.11%
+1,462
129
$274K 0.11%
20,227
+3,497
130
$274K 0.11%
642
-1,844
131
$267K 0.1%
+3,774
132
$265K 0.1%
+902
133
$264K 0.1%
+1,936
134
$263K 0.1%
+169
135
$247K 0.1%
3,678
-66
136
$242K 0.09%
+1,395
137
$239K 0.09%
+1,927
138
$236K 0.09%
+2,834
139
$236K 0.09%
+1,444
140
$231K 0.09%
3,967
141
$206K 0.08%
+1,397
142
$204K 0.08%
+7,796
143
$203K 0.08%
+2,650
144
$202K 0.08%
+1,656
145
$199K 0.08%
+10,912
146
$197K 0.08%
+6,252
147
$196K 0.08%
+1,632
148
$194K 0.08%
+925
149
$191K 0.07%
+466
150
$190K 0.07%
+2,456
4 5
6
7 8