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
451
$6K ﹤0.01%
+126
452
$6K ﹤0.01%
+101
453
$6K ﹤0.01%
+600
454
$6K ﹤0.01%
+217
455
$5K ﹤0.01%
+281
456
$5K ﹤0.01%
+57
457
$5K ﹤0.01%
+160
458
$5K ﹤0.01%
+45
459
$5K ﹤0.01%
+129
460
$5K ﹤0.01%
+76
461
$4K ﹤0.01%
+364
462
$4K ﹤0.01%
+207
463
$4K ﹤0.01%
+33
464
$4K ﹤0.01%
+35
465
$4K ﹤0.01%
+200
466
$4K ﹤0.01%
+112
467
$4K ﹤0.01%
+190
468
$4K ﹤0.01%
+100
469
$4K ﹤0.01%
+300
470
$4K ﹤0.01%
+33
471
$4K ﹤0.01%
+101
472
$4K ﹤0.01%
+20
473
$4K ﹤0.01%
27
-46,293
474
$3K ﹤0.01%
+72
475
$3K ﹤0.01%
+195
17 18
19
20 21