Holdings of RMR Wealth Builders
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 251 in 6 countries
- Top ten
- 57.9 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Funds 20.4 %
- Technology 14.9 %
- Financials 4.7 %
- Consumer discretionary 3.4 %
- Communication 3.1 %
- Health care 2.6 %
- Industrials 2.0 %
- Consumer staples 1.5 %
- Utilities 0.8 %
- Energy 0.7 %
- Materials 0.4 %
- Real estate 0.3 %
- Unattributed 45.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 99.6 %
- Netherlands 0.2 %
- Taiwan 0.2 %
- India 0.0 %
- Brazil 0.0 %
- United Kingdom 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 246 | 1.2B $ | 99.55 % |
| 2 | Netherlands | 1 | 2.7M $ | 0.23 % |
| 3 | Taiwan | 1 | 1.9M $ | 0.16 % |
| 4 | India | 1 | 397.9K $ | 0.03 % |
| 5 | Brazil | 1 | 171.9K $ | 0.01 % |
| 6 | United Kingdom | 1 | 80.8K $ | 0.01 % |
Cite this page
Titelia. "Holdings of RMR Wealth Builders". https://titelia.com/en/funds/US13F1803848