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
251
$248K 0.02%
+7,598
252
$247K 0.02%
+5,756
253
$246K 0.02%
4,321
-806
254
$245K 0.02%
2,163
-10
255
$241K 0.02%
+1,815
256
$240K 0.02%
1,821
257
$239K 0.02%
+4,569
258
$237K 0.02%
10,563
-1,322
259
$236K 0.02%
6,980
260
$233K 0.02%
+1,025
261
$227K 0.02%
+1,248
262
$227K 0.02%
807
263
$226K 0.02%
4,417
-15
264
$225K 0.02%
+6,539
265
$224K 0.02%
+12,028
266
$222K 0.02%
3,540
-266
267
$220K 0.02%
3,756
+38
268
$214K 0.02%
21,992
-120
269
$213K 0.02%
+435
270
$212K 0.02%
+1,033
271
$212K 0.02%
+2,008
272
$210K 0.02%
+234
273
$208K 0.02%
+1,775
274
$206K 0.02%
6,709
+46
275
$204K 0.02%
+3,194
8 9 10
11
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