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
201
$98K 0.04%
+428
202
$96K 0.04%
+691
203
$94K 0.04%
+1,450
204
$94K 0.04%
+1,552
205
$92K 0.04%
+693
206
$92K 0.04%
+128
207
$90K 0.04%
+446
208
$89K 0.03%
+1,572
209
$88K 0.03%
+3,351
210
$86K 0.03%
+401
211
$86K 0.03%
+1,077
212
$84K 0.03%
+570
213
$83K 0.03%
+165
214
$83K 0.03%
+2,240
215
$82K 0.03%
+1,741
216
$79K 0.03%
+375
217
$76K 0.03%
+925
218
$74K 0.03%
+1,062
219
$73K 0.03%
+203
220
$73K 0.03%
+3,272
221
$72K 0.03%
+3,095
222
$72K 0.03%
+2,412
223
$72K 0.03%
+1,385
224
$72K 0.03%
+1,409
225
$70K 0.03%
+822
7 8
9
10 11