RWB
RMR Wealth Builders Portfolio holdings
AUM
$1.19B
1-Year Est. Return
17.95%
1 Year Est. Return
+17.95%
AUM
$1.19B
AUM Growth
+$94.7M
(+8.6%)
Holding
304
Top Buys
| 1 | +$5.69M | |
| 2 | +$5.35M | |
| 3 | +$4.55M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$4.18M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$2.49M |
Top Sells
| 1 | +$15.5M | |
| 2 | +$1.95M | |
| 3 | +$1.79M | |
| 4 |
Accenture
ACN
|
+$1.18M |
| 5 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
+$970K |
Sector Composition
| 1 | Technology | 14.91% |
| 2 | Financials | 4.78% |
| 3 | Consumer Discretionary | 3.26% |
| 4 | Communication Services | 2.96% |
| 5 | Healthcare | 1.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
301
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.31B
| – | – |
-21,017
|
|
||
302
Barclays
BCS
$79.1B
| – | – |
-12,028
|
|
||
303
Vanguard Total International Bond ETF
BNDX
$72.8B
| – | – |
-312,452
|
|
||
304
CAVA Group
CAVA
$5.67B
| – | – |
-3,562
|
|