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
476
$3K ﹤0.01%
+77
477
$3K ﹤0.01%
+400
478
$3K ﹤0.01%
+67
479
$3K ﹤0.01%
+28
480
$3K ﹤0.01%
+15
481
$3K ﹤0.01%
+161
482
$3K ﹤0.01%
+25
483
$3K ﹤0.01%
+40
484
$3K ﹤0.01%
+83
485
$3K ﹤0.01%
+850
486
$3K ﹤0.01%
+40
487
$3K ﹤0.01%
+46
488
$2K ﹤0.01%
+83
489
$2K ﹤0.01%
+650
490
$2K ﹤0.01%
+108
491
$2K ﹤0.01%
+68
492
$2K ﹤0.01%
+80
493
$2K ﹤0.01%
+11
494
$2K ﹤0.01%
+90
495
$2K ﹤0.01%
+13
496
$2K ﹤0.01%
+125
497
$2K ﹤0.01%
+109
498
$2K ﹤0.01%
+155
499
$2K ﹤0.01%
+4
500
$2K ﹤0.01%
+25
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