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
201
$356K 0.03%
3,960
-209
202
$354K 0.03%
2,875
+131
203
$354K 0.03%
+5,212
204
$353K 0.03%
1,407
+11
205
$349K 0.03%
1,407
-2
206
$347K 0.03%
3,197
-112
207
$343K 0.03%
5,079
+176
208
$341K 0.03%
6,808
-49
209
$340K 0.03%
3,132
-244
210
$338K 0.03%
+7,087
211
$338K 0.03%
+9,874
212
$337K 0.03%
+13,317
213
$336K 0.03%
458
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214
$329K 0.03%
2,999
215
$329K 0.03%
4,201
-5
216
$321K 0.03%
6,888
+611
217
$317K 0.03%
36,458
218
$314K 0.03%
1,713
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219
$314K 0.03%
1,005
-92
220
$311K 0.03%
1,803
-26
221
$311K 0.03%
+4,921
222
$307K 0.03%
2,163
+166
223
$306K 0.03%
4,671
-227
224
$304K 0.03%
1,001
+1
225
$304K 0.03%
+597
7 8
9
10 11