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
526
$18K ﹤0.01%
+537
527
$18K ﹤0.01%
1,093
+415
528
$18K ﹤0.01%
+1,567
529
$18K ﹤0.01%
+126
530
$18K ﹤0.01%
+478
531
$18K ﹤0.01%
+84
532
$17K ﹤0.01%
+900
533
$17K ﹤0.01%
235
+78
534
$17K ﹤0.01%
320
535
$17K ﹤0.01%
78
+63
536
$17K ﹤0.01%
+372
537
$17K ﹤0.01%
300
538
$17K ﹤0.01%
+791
539
$17K ﹤0.01%
+106
540
$17K ﹤0.01%
+1,390
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
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