RWB

RMR Wealth Builders Portfolio holdings

AUM $1.19B
1-Year Est. Return 17.95%
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$21.9M
3
+$18.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$12.5M

Top Sells

1
+$1.99M
2
+$188K
3
+$75K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$67.7K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$56K

Sector Composition

1 Technology 12.04%
2 Financials 6.42%
3 Consumer Discretionary 5.79%
4 Healthcare 3.97%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$25K 0.01%
1,000
477
$25K 0.01%
+191
478
$25K 0.01%
1,047
479
$25K 0.01%
553
+3
480
$25K 0.01%
+166
481
$25K 0.01%
+109
482
$24K 0.01%
+796
483
$24K 0.01%
+3,500
484
$24K 0.01%
+473
485
$24K 0.01%
300
486
$24K 0.01%
415
487
$23K 0.01%
+200
488
$23K 0.01%
145
489
$23K 0.01%
2,300
+350
490
$23K 0.01%
+1,400
491
$22K 0.01%
170
+60
492
$22K 0.01%
338
+262
493
$22K 0.01%
+354
494
$22K 0.01%
+350
495
$22K 0.01%
100
496
$22K 0.01%
+884
497
$22K 0.01%
275
-225
498
$22K 0.01%
+929
499
$22K 0.01%
+3,000
500
$22K 0.01%
+85
18 19
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