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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$6.19M
3
+$4.93M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.16M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.96%
2 Financials 12.9%
3 Consumer Discretionary 11.36%
4 Communication Services 6.93%
5 Healthcare 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K 0.01%
+152
377
$6K 0.01%
+163
378
$6K 0.01%
+195
379
$5K ﹤0.01%
+552
380
$5K ﹤0.01%
+250
381
$5K ﹤0.01%
+100
382
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+200
383
$5K ﹤0.01%
+60
384
$5K ﹤0.01%
+94
385
$5K ﹤0.01%
+2
386
$4K ﹤0.01%
+514
387
$4K ﹤0.01%
+400
388
$4K ﹤0.01%
+200
389
$4K ﹤0.01%
+164
390
$4K ﹤0.01%
+185
391
$4K ﹤0.01%
+55
392
$4K ﹤0.01%
+1,565
393
$4K ﹤0.01%
+1
394
$4K ﹤0.01%
+822
395
$4K ﹤0.01%
+300
396
$4K ﹤0.01%
+250
397
$4K ﹤0.01%
+101
398
$3K ﹤0.01%
+84
399
$3K ﹤0.01%
+207
400
$3K ﹤0.01%
+35
14 15
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