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
151
$185K 0.07%
1,577
-1,344
152
$183K 0.07%
+743
153
$182K 0.07%
+3,041
154
$178K 0.07%
+688
155
$176K 0.07%
+666
156
$169K 0.07%
+444
157
$167K 0.06%
+4,249
158
$166K 0.06%
+4,320
159
$165K 0.06%
+699
160
$164K 0.06%
+2,841
161
$163K 0.06%
+792
162
$162K 0.06%
+847
163
$162K 0.06%
+4,432
164
$161K 0.06%
+4,042
165
$159K 0.06%
+673
166
$157K 0.06%
+3,018
167
$155K 0.06%
+112
168
$154K 0.06%
+534
169
$147K 0.06%
+1,520
170
$146K 0.06%
2,328
-1,801
171
$145K 0.06%
+398
172
$145K 0.06%
+1,267
173
$144K 0.06%
+1,609
174
$142K 0.06%
+2,497
175
$139K 0.05%
+905
5 6
7
8 9