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
151
$620K 0.06%
3,882
-10
152
$605K 0.06%
1,726
+107
153
$568K 0.05%
217
-2
154
$543K 0.05%
16,985
-1,646
155
$536K 0.05%
4,500
156
$531K 0.05%
2,917
+151
157
$531K 0.05%
2,984
+7
158
$530K 0.05%
7,642
-414
159
$528K 0.05%
6,818
-185
160
$524K 0.05%
11,565
+100
161
$520K 0.05%
+10,551
162
$519K 0.05%
5,895
163
$518K 0.05%
873
164
$513K 0.05%
1,438
-89
165
$504K 0.05%
+5,365
166
$502K 0.05%
1,292
-237
167
$494K 0.04%
5,793
-169
168
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2,006
-42
169
$486K 0.04%
4,841
+1,120
170
$474K 0.04%
763
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171
$467K 0.04%
40,890
-2,400
172
$465K 0.04%
5,325
173
$454K 0.04%
970
174
$452K 0.04%
2,025
+68
175
$450K 0.04%
1,476
+435
5 6
7
8 9