RWB

RMR Wealth Builders Portfolio holdings

AUM $1.27B
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
-$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.66M
3
+$3.52M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.25M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.99M

Top Sells

1
+$3.62M
2
+$1.38M
3
+$1.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.17M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.02M

Sector Composition

1 Technology 7.8%
2 Financials 4.31%
3 Healthcare 3.59%
4 Consumer Discretionary 3.5%
5 Real Estate 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
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