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
$204M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$232K
2
+$216K
3
+$204K
4
UL icon
Unilever
UL
+$199K
5
PANW icon
Palo Alto Networks
PANW
+$191K

Top Sells

1
+$30M
2
+$19.7M
3
+$17.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$13.6M
5
AAPL icon
Apple
AAPL
+$10.7M

Sector Composition

1 Technology 15.56%
2 Financials 9.63%
3 Consumer Discretionary 8.4%
4 Healthcare 5.28%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$41K 0.02%
+1,000
277
$40K 0.02%
+871
278
$40K 0.02%
+2,178
279
$39K 0.02%
+800
280
$38K 0.02%
+400
281
$38K 0.02%
+858
282
$37K 0.02%
+533
283
$37K 0.02%
1,090
-1,739
284
$37K 0.02%
+6,110
285
$37K 0.02%
350
-8,133
286
$37K 0.02%
+1,972
287
$37K 0.02%
+1,316
288
$36K 0.02%
+598
289
$36K 0.02%
+9,252
290
$36K 0.02%
+473
291
$36K 0.02%
9,400
-12,031
292
$36K 0.02%
+168
293
$36K 0.02%
+533
294
$34K 0.02%
+430
295
$34K 0.02%
+1,000
296
$34K 0.02%
+70
297
$34K 0.02%
+453
298
$33K 0.02%
+600
299
$33K 0.02%
+1,178
300
$33K 0.02%
+120
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