RWB
RMR Wealth Builders Portfolio holdings
AUM
$1.1B
1-Year Return
15.59%
This Quarter Return
+8.73%
1 Year Return
+15.59%
3 Year Return
+70.27%
5 Year Return
+110.5%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.4%
Holding
424
New
419
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$6.68M |
| 2 |
Amazon
AMZN
|
$4.14M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$3.61M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$3.25M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$2.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 19.36% |
| 2 | Technology | 17.12% |
| 3 | Consumer Discretionary | 10.66% |
| 4 | Healthcare | 7.81% |
| 5 | Communication Services | 6.63% |
