RWB

RMR Wealth Builders Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.74%
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
+$6.22M
2
+$3.97M
3
+$3.43M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.13M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.65M

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
401
$0 ﹤0.01%
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402
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403
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404
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405
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406
– –
0
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