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
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$25.6M
3
+$22.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$13.5M

Top Sells

1
+$633K
2
+$243K
3
+$203K
4
ELV icon
Elevance Health
ELV
+$200K
5
SLB icon
SLB Ltd
SLB
+$177K

Sector Composition

1 Technology 12.12%
2 Financials 5.72%
3 Consumer Discretionary 5.67%
4 Communication Services 4.36%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$248K 0.06%
1,266
177
$238K 0.06%
+2,685
178
$237K 0.06%
1,336
+1,171
179
$237K 0.06%
2,278
+2,249
180
$236K 0.06%
2,990
+2,896
181
$233K 0.06%
5,397
+2,045
182
$231K 0.06%
1,268
183
$231K 0.06%
3,226
184
$230K 0.06%
1,560
+183
185
$230K 0.06%
3,564
+1,942
186
$226K 0.06%
3,340
187
$225K 0.06%
2,621
188
$224K 0.06%
1,505
+1,156
189
$224K 0.06%
+2,255
190
$219K 0.06%
885
+65
191
$218K 0.06%
+16,090
192
$218K 0.06%
+5,804
193
$209K 0.05%
+2,502
194
$207K 0.05%
1,278
+58
195
$207K 0.05%
+1,399
196
$207K 0.05%
1,544
+1,442
197
$207K 0.05%
594
198
$207K 0.05%
8,533
+767
199
$204K 0.05%
2,962
+1,391
200
$204K 0.05%
955
+492
6 7
8
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