RWB
RMR Wealth Builders Portfolio holdings
AUM
$1.1B
1-Year Return
15.59%
This Quarter Return
+7.57%
1 Year Return
+15.59%
3 Year Return
+70.27%
5 Year Return
+110.5%
10 Year Return
–
AUM
$441M
AUM Growth
+$32.3M
(+7.9%)
Cap. Flow
+$5.67M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
56.25%
Holding
202
New
7
Increased
81
Reduced
58
Closed
10
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.92M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.08M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.63M |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.54M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.39M |
Top Sells
Sector Composition
| 1 | Technology | 7.41% |
| 2 | Financials | 4.28% |
| 3 | Healthcare | 3.53% |
| 4 | Consumer Discretionary | 2.53% |
| 5 | Communication Services | 1.78% |
