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
$409M
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.9M
3
+$5.73M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.07M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.41M

Top Sells

1
+$7.71M
2
+$2.4M
3
+$1.43M
4
BBHY icon
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
+$1.27M
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$1.24M

Sector Composition

1 Technology 7.88%
2 Financials 4.17%
3 Healthcare 3.35%
4 Consumer Discretionary 3.2%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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