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
$204M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$232K
2
+$216K
3
+$204K
4
UL icon
Unilever
UL
+$199K
5
PANW icon
Palo Alto Networks
PANW
+$191K

Top Sells

1
+$30M
2
+$19.7M
3
+$17.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$13.6M
5
AAPL icon
Apple
AAPL
+$10.7M

Sector Composition

1 Technology 15.56%
2 Financials 9.63%
3 Consumer Discretionary 8.4%
4 Healthcare 5.28%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
+900
427
$7K ﹤0.01%
+50
428
$7K ﹤0.01%
94
-2,896
429
$7K ﹤0.01%
+141
430
$7K ﹤0.01%
+400
431
$7K ﹤0.01%
+50
432
$7K ﹤0.01%
+420
433
$7K ﹤0.01%
+33
434
$7K ﹤0.01%
+596
435
$7K ﹤0.01%
+497
436
$7K ﹤0.01%
+100
437
$7K ﹤0.01%
+146
438
$7K ﹤0.01%
+400
439
$7K ﹤0.01%
+68
440
$7K ﹤0.01%
+13
441
$6K ﹤0.01%
+50
442
$6K ﹤0.01%
+116
443
$6K ﹤0.01%
+150
444
$6K ﹤0.01%
+22
445
$6K ﹤0.01%
+187
446
$6K ﹤0.01%
+250
447
$6K ﹤0.01%
+17
448
$6K ﹤0.01%
+60
449
$6K ﹤0.01%
94
-4,581
450
$6K ﹤0.01%
+200
16 17
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