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
176
$442K 0.04%
9,013
177
$437K 0.04%
16,514
-39
178
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6,231
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179
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180
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5,377
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2,830
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182
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2,867
183
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4,304
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184
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1,592
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185
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186
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2,144
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187
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188
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13,781
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189
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3,704
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190
$388K 0.04%
2,369
-177
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5,120
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193
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194
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195
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196
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197
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-273
198
$360K 0.03%
2,331
199
$359K 0.03%
19,655
+423
200
$358K 0.03%
3,680
-157
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