RWB
RMR Wealth Builders Portfolio holdings
AUM
$1.1B
1-Year Return
15.59%
This Quarter Return
-3.71%
1 Year Return
+15.59%
3 Year Return
+70.27%
5 Year Return
+110.5%
10 Year Return
–
AUM
$950M
AUM Growth
-$17.4M
(-1.8%)
Cap. Flow
+$28.2M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
53.92%
Holding
271
New
15
Increased
125
Reduced
89
Closed
12
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$5.82M |
| 2 |
Vanguard Growth ETF
VUG
|
+$3.19M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$2.71M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.47M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$2.29M |
Top Sells
| 1 |
Broadcom
AVGO
|
+$2.57M |
| 2 |
UnitedHealth
UNH
|
+$1.54M |
| 3 |
Merck
MRK
|
+$1.28M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.14M |
| 5 |
iShares Expanded Tech Sector ETF
IGM
|
+$979K |
Sector Composition
| 1 | Technology | 12.85% |
| 2 | Financials | 5.16% |
| 3 | Consumer Discretionary | 3.26% |
| 4 | Communication Services | 2.74% |
| 5 | Healthcare | 2.27% |
