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
651
$6K ﹤0.01%
+200
652
$6K ﹤0.01%
+166
653
$6K ﹤0.01%
+156
654
$6K ﹤0.01%
+232
655
$6K ﹤0.01%
+81
656
$6K ﹤0.01%
596
657
$6K ﹤0.01%
100
-50
658
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+100
659
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+147
660
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+191
661
$6K ﹤0.01%
+500
662
$5K ﹤0.01%
60
663
$5K ﹤0.01%
+50
664
$5K ﹤0.01%
+75
665
$5K ﹤0.01%
+163
666
$5K ﹤0.01%
207
667
$5K ﹤0.01%
33
668
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669
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35
670
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671
$5K ﹤0.01%
+103
672
$5K ﹤0.01%
+115
673
$5K ﹤0.01%
192
+2
674
$5K ﹤0.01%
13
675
$5K ﹤0.01%
100
25 26
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