RWB
RMR Wealth Builders Portfolio holdings
AUM
$1.1B
1-Year Est. Return
15.59%
1 Year Est. Return
+15.59%
AUM
$1.1B
AUM Growth
+$150M
(+16%)
Holding
292
Top Buys
| 1 | +$5M | |
| 2 | +$4.1M | |
| 3 | +$3.15M | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$2.63M |
| 5 |
Phillips 66
PSX
|
+$2.57M |
Top Sells
| 1 | +$1.74M | |
| 2 | +$1.04M | |
| 3 | +$305K | |
| 4 |
iShares Select Dividend ETF
DVY
|
+$259K |
| 5 |
Bitwise Crypto Industry Innovators ETF
BITQ
|
+$224K |
Sector Composition
| 1 | Technology | 14.39% |
| 2 | Financials | 5.01% |
| 3 | Consumer Discretionary | 3.25% |
| 4 | Communication Services | 2.89% |
| 5 | Healthcare | 1.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Netflix
NFLX
$503B
| $6.92M | 0.63% |
5,167
+5
|
|
||
27
Visa
V
$653B
| $6.22M | 0.57% |
17,524
+290
|
|
||
28
Invesco QQQ Trust
QQQ
$381B
| $6.19M | 0.56% |
11,217
+363
|
|
||
29
Berkshire Hathaway Class B
BRK.B
$1.06T
| $5.6M | 0.51% |
11,526
+3,699
|
|
||
30
iShares MSCI EAFE ETF
EFA
$68B
| $5.45M | 0.5% |
61,008
+66
|
|
||
31
Technology Select Sector SPDR Fund
XLK
$93.1B
| $5.15M | 0.47% |
20,323
+2
|
|
||
32
Costco
COST
$411B
| $4.82M | 0.44% |
4,869
+75
|
|
||
33
Home Depot
HD
$383B
| $4.67M | 0.42% |
12,739
+647
|
|
||
34
CrowdStrike
CRWD
$120B
| $4.53M | 0.41% |
8,901
+290
|
|
||
35
Alphabet (Google) Class C
GOOG
$3.05T
| $4.11M | 0.37% |
23,182
+473
|
|
||
36
Schwab US Large- Cap ETF
SCHX
$60.4B
| $4.11M | 0.37% |
167,965
+13,139
|
|
||
37
Eli Lilly
LLY
$735B
| $4.05M | 0.37% |
5,194
+277
|
|
||
38
Exxon Mobil
XOM
$474B
| $4.04M | 0.37% |
37,479
+533
|
|
||
39
Tesla
TSLA
$1.42T
| $4M | 0.36% |
12,599
+220
|
|
||
40
Federated Hermes Total Return Bond ETF
FTRB
$338M
| $3.61M | 0.33% |
143,234
+22,126
|
|
||
41
Constellation Energy
CEG
$124B
| $3.53M | 0.32% |
10,939
-14
|
|
||
42
Blackstone
BX
$124B
| $3.47M | 0.32% |
23,225
+3,202
|
|
||
43
Intuitive Surgical
ISRG
$156B
| $3.38M | 0.31% |
6,216
+387
|
|
||
44
Verizon
VZ
$171B
| $3.26M | 0.3% |
75,410
+3,106
|
|
||
45
Arista Networks
ANET
$181B
| $3.21M | 0.29% |
31,423
+781
|
|
||
|
46
Alphabet (Google) Class A
GOOGL
$3.04T
| $3.16M | 0.29% |
17,932
+909
|
|
||
47
Chevron
CVX
$305B
| $3.09M | 0.28% |
21,598
+1,534
|
|
||
48
Walmart
WMT
$851B
| $3.01M | 0.27% |
30,825
-169
|
|
||
49
IBM
IBM
$257B
| $2.96M | 0.27% |
10,046
+1,694
|
|
||
50
SPDR Portfolio S&P 500 ETF
SPLG
$87.8B
| $2.89M | 0.26% |
39,667
+58
|
|