RWB
RMR Wealth Builders Portfolio holdings
AUM
$1.1B
1-Year Return
15.59%
This Quarter Return
-14.08%
1 Year Return
+15.59%
3 Year Return
+70.27%
5 Year Return
+110.5%
10 Year Return
–
AUM
$401M
AUM Growth
-$64.9M
(-14%)
Cap. Flow
+$3.43M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
50.14%
Holding
225
New
20
Increased
75
Reduced
78
Closed
31
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$3.56M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.49M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$3.38M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$2.27M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.83M |
Top Sells
Sector Composition
| 1 | Technology | 7.8% |
| 2 | Financials | 4.31% |
| 3 | Healthcare | 3.59% |
| 4 | Consumer Discretionary | 3.5% |
| 5 | Real Estate | 2.3% |
