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
751
$1K ﹤0.01%
+22
752
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+4
753
$1K ﹤0.01%
+15
754
$1K ﹤0.01%
+20
755
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+7
756
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+15
757
$1K ﹤0.01%
+13
758
$1K ﹤0.01%
+20
759
$1K ﹤0.01%
+53
760
$1K ﹤0.01%
+75
761
$1K ﹤0.01%
4
762
– –
0
763
$1K ﹤0.01%
275
764
$1K ﹤0.01%
13
+10
765
$1K ﹤0.01%
+15
766
$1K ﹤0.01%
2
767
$1K ﹤0.01%
6
768
$1K ﹤0.01%
+65
769
$1K ﹤0.01%
100
770
$1K ﹤0.01%
+6
771
$1K ﹤0.01%
+9
772
$1K ﹤0.01%
+29
773
$1K ﹤0.01%
+11
774
$1K ﹤0.01%
1
775
$1K ﹤0.01%
+5
29 30
31
32 33