RWB
RMR Wealth Builders Portfolio holdings
AUM
$1.1B
1-Year Return
15.59%
This Quarter Return
+23.23%
1 Year Return
+15.59%
3 Year Return
+70.27%
5 Year Return
+110.5%
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.87%
Holding
452
New
447
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$7.33M |
| 2 |
Amazon
AMZN
|
$6.19M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$4.93M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$3.16M |
| 5 |
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% |
