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RWB

RMR Wealth Builders Portfolio holdings

AUM $1.27B
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
-2.55%
1 Year Est. Return
+19.16%
3 Year Est. Return
+63.82%
5 Year Est. Return
+72.63%
10 Year Est. Return
–
AUM
$1.27B
AUM Growth
+$20M
Cap. Flow
+$67M
Cap. Flow %
5.27%
Top 10 Hldgs %
54.84%
Holding
295
New
20
Increased
141
Reduced
88
Closed
18

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$12.3M
2
PRMR
PeakShares RMR Prime Equity ETF
PRMR
+$11M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.16M
4
AAPL icon
Apple
AAPL
+$5.61M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.08M

Top Sells

1
IWM icon
iShares Russell 2000 ETF
IWM
+$4.4M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.27M
3
LIN icon
Linde
LIN
+$2.49M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.4M
5
QCOM icon
Qualcomm
QCOM
+$2.28M

Sector Composition

1 Technology 14.04%
2 Financials 4.71%
3 Consumer Discretionary 3.14%
4 Communication Services 2.88%
5 Healthcare 2.38%

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