RWB

RMR Wealth Builders Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.88M
3
+$2.91M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.62M
5
PSX icon
Phillips 66
PSX
+$2.42M

Top Sells

1
+$1.74M
2
+$1.04M
3
+$259K
4
AMD icon
Advanced Micro Devices
AMD
+$234K
5
BITQ icon
Bitwise Crypto Industry Innovators ETF
BITQ
+$224K

Sector Composition

1 Technology 14.39%
2 Financials 5.01%
3 Consumer Discretionary 3.25%
4 Communication Services 2.89%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.26%
4,014
-19
52
$2.77M 0.25%
9,098
+14
53
$2.68M 0.24%
8,394
+379
54
$2.62M 0.24%
4,656
+181
55
$2.6M 0.24%
16,325
+1,895
56
$2.59M 0.24%
9,510
+677
57
$2.57M 0.23%
+21,576
58
$2.44M 0.22%
29,501
+2
59
$2.42M 0.22%
3,076
+135
60
$2.37M 0.22%
10,721
+465
61
$2.32M 0.21%
10,152
+543
62
$2.27M 0.21%
5,100
+265
63
$2.26M 0.21%
24,250
+2,083
64
$2.25M 0.2%
10,307
+1,030
65
$2.22M 0.2%
4,729
+525
66
$2.2M 0.2%
14,423
+887
67
$2.19M 0.2%
2,090
+3
68
$2.13M 0.19%
4,828
-139
69
$2.12M 0.19%
14,924
-2,151
70
$2.1M 0.19%
15,436
+8,990
71
$2.08M 0.19%
16,822
+1,130
72
$2.08M 0.19%
7,104
+521
73
$2.07M 0.19%
17,534
+1,246
74
$2.06M 0.19%
9,433
-66
75
$2.03M 0.18%
4,389
+646
1 2
3
4 5