RWB

RMR Wealth Builders Portfolio holdings

AUM $1.19B
1-Year Est. Return 17.95%
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1 +$6.67M
2 +$4.14M
3 +$3.61M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.25M
5
EFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$8K 0.01%
+505
352
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+94
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+316
354
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359
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360
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361
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+364
362
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363
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+514
364
$6K 0.01%
+1,000
365
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$5K ﹤0.01%
+100
369
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373
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+60
374
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+60
375
$5K ﹤0.01%
+54