RWM

Rockwood Wealth Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.59M
3
+$7.58M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.02M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.13M

Top Sells

1
+$1.01M
2
+$837K
3
+$545K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$398K
5
BND icon
Vanguard Total Bond Market
BND
+$397K

Sector Composition

1 Energy 1.42%
2 Healthcare 0.56%
3 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,922
77
– –
-1,972
78
– –
-720
79
– –
-5,183
80
– –
-12,834
81
– –
-2,543
82
– –
-1,592
1 2 3
4