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
76
$2.01M 0.18%
3,654
+296
77
$1.88M 0.17%
6,281
+426
78
$1.87M 0.17%
22,338
+9,354
79
$1.85M 0.17%
8,990
+1,030
80
$1.83M 0.17%
22,540
+1,400
81
$1.81M 0.16%
11,391
+926
82
$1.8M 0.16%
6,532
+28
83
$1.76M 0.16%
2,200
+90
84
$1.76M 0.16%
+34,473
85
$1.75M 0.16%
49,840
+2,113
86
$1.74M 0.16%
7,452
+81
87
$1.73M 0.16%
32,919
+2,114
88
$1.65M 0.15%
46,349
-1,704
89
$1.65M 0.15%
62,194
+10,929
90
$1.48M 0.13%
20,799
+266
91
$1.47M 0.13%
7,906
-398
92
$1.45M 0.13%
3,574
+705
93
$1.44M 0.13%
12,970
+480
94
$1.44M 0.13%
2,734
+593
95
$1.43M 0.13%
17,022
+21
96
$1.38M 0.13%
4,737
+205
97
$1.36M 0.12%
10,068
+180
98
$1.34M 0.12%
25,524
-213
99
$1.29M 0.12%
10,391
-4
100
$1.27M 0.12%
13,793
+833
2 3
4
5 6