RWB

RMR Wealth Builders Portfolio holdings

AUM $1.27B
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$20.9M
3
+$18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$12.4M

Top Sells

1
+$1.84M
2
+$193K
3
+$75K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$72.5K
5
PTON icon
Peloton Interactive
PTON
+$61K

Sector Composition

1 Technology 12.04%
2 Financials 6.43%
3 Consumer Discretionary 5.79%
4 Healthcare 3.97%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$55K 0.01%
8,120
+2,010
352
$55K 0.01%
+1,053
353
$54K 0.01%
+1,014
354
$54K 0.01%
624
+194
355
$53K 0.01%
1,000
356
$53K 0.01%
920
-350
357
$53K 0.01%
1,400
+743
358
$53K 0.01%
94
359
$52K 0.01%
+1,000
360
$52K 0.01%
+2,331
361
$51K 0.01%
871
362
$51K 0.01%
+837
363
$51K 0.01%
822
+489
364
$51K 0.01%
+1,891
365
$50K 0.01%
823
+225
366
$50K 0.01%
155
-145
367
$50K 0.01%
1,500
+1,100
368
$49K 0.01%
715
+547
369
$49K 0.01%
212
+122
370
$48K 0.01%
255
+205
371
$48K 0.01%
470
372
$48K 0.01%
+1,202
373
$48K 0.01%
531
+175
374
$48K 0.01%
700
+400
375
$48K 0.01%
+542
13 14
15
16 17