RWB
RMR Wealth Builders Portfolio holdings
AUM
$1.25B
1-Year Est. Return
17.72%
This Fund
S&P 500
1 Year Est. Return
+17.72%
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
Liberty Global Class C
LBTYK
$3.73B
| – | – |
-16,986
|
|
||
302
Old Dominion Freight Line
ODFL
$36.2B
| – | – |
-1,870
|
|
||
303
Selective Insurance
SIGI
$5.08B
| – | – |
-2,339
|
|
||
304
Sony
SONY
$132B
| – | – |
-10,378
|
|