RWB

RMR Wealth Builders Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.88M
3
+$2.91M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.62M
5
PSX icon
Phillips 66
PSX
+$2.42M

Top Sells

1
+$1.74M
2
+$1.04M
3
+$259K
4
AMD icon
Advanced Micro Devices
AMD
+$234K
5
BITQ icon
Bitwise Crypto Industry Innovators ETF
BITQ
+$224K

Sector Composition

1 Technology 14.39%
2 Financials 5.01%
3 Consumer Discretionary 3.25%
4 Communication Services 2.89%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$303K 0.03%
4,601
227
$303K 0.03%
1,870
-128
228
$303K 0.03%
4,454
+434
229
$302K 0.03%
1,105
-5
230
$300K 0.03%
3,562
+684
231
$297K 0.03%
2,036
+70
232
$291K 0.03%
17,733
+408
233
$290K 0.03%
1,674
+154
234
$289K 0.03%
714
+4
235
$286K 0.03%
5,266
236
$284K 0.03%
1,285
237
$282K 0.03%
19,773
238
$280K 0.03%
5,567
-171
239
$271K 0.02%
+4,780
240
$270K 0.02%
10,378
+1
241
$265K 0.02%
1,377
-240
242
$265K 0.02%
2,398
-238
243
$265K 0.02%
754
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244
$263K 0.02%
1,585
-2
245
$262K 0.02%
4,628
246
$260K 0.02%
7,752
247
$257K 0.02%
+1,521
248
$256K 0.02%
1,458
-53
249
$255K 0.02%
6,339
-8
250
$250K 0.02%
8,125
8 9
10
11 12