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

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
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