RWB

RMR Wealth Builders Portfolio holdings

AUM $1.27B
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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
+$20.9M
3
+$18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$12.4M

Top Sells

1
+$1.84M
2
+$193K
3
+$75K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$72.5K
5
PTON icon
Peloton Interactive
PTON
+$61K

Sector Composition

1 Technology 12.04%
2 Financials 6.43%
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
526
$18K ﹤0.01%
+537
527
$18K ﹤0.01%
+84
528
$18K ﹤0.01%
+478
529
$18K ﹤0.01%
+126
530
$18K ﹤0.01%
+1,567
531
$18K ﹤0.01%
1,093
+415
532
$17K ﹤0.01%
+1,390
533
$17K ﹤0.01%
+106
534
$17K ﹤0.01%
+791
535
$17K ﹤0.01%
300
536
$17K ﹤0.01%
320
537
$17K ﹤0.01%
+372
538
$17K ﹤0.01%
78
+63
539
$17K ﹤0.01%
235
+78
540
$17K ﹤0.01%
+900
541
$16K ﹤0.01%
+1,182
542
$16K ﹤0.01%
525
543
$16K ﹤0.01%
112
-57
544
$16K ﹤0.01%
+303
545
$16K ﹤0.01%
+585
546
$16K ﹤0.01%
250
547
$16K ﹤0.01%
+276
548
$16K ﹤0.01%
400
-250
549
$15K ﹤0.01%
104
+1
550
$15K ﹤0.01%
130
-85
20 21
22
23 24