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
$305M
AUM Growth
-$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$672K
3
+$237K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$93.1K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$75.5K

Top Sells

1
+$14.4M
2
+$9.76M
3
+$8.45M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.93M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.01M

Sector Composition

1 Technology 13%
2 Financials 7.45%
3 Consumer Discretionary 6.45%
4 Communication Services 4.24%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
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