Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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RWB
RMR Wealth Builders’s
Aware
AWRE
Stock Holding History
RMR Wealth Builders’s Portfolio
AWRE Stock Details
AWRE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-50
Closed
–
–
219
2021
Q1
$0
Buy
+50
New
+$213
﹤0.01%
784
Other funds holding AWRE
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
PAIM
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$1.73B AUM
27.65%
1-Year Est. Return
DCM
DG Capital Management
New York
$231M AUM
39.67%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
BCM
Bridgeway Capital Management
Houston, Texas
$4.97B AUM
44.96%
1-Year Est. Return
AC
Aristides Capital
Louisville, Kentucky
$303M AUM
28.94%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
CIBC Private Wealth Group
Atlanta, Georgia
$59.2B AUM
20.62%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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