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
$313M
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$15.9M
3
+$13.6M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$12.3M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.94M

Top Sells

1
+$624K
2
+$484K
3
+$459K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$431K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$306K

Sector Composition

1 Energy 0.95%
2 Healthcare 0.78%
3 Consumer Discretionary 0.17%
4 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,870
77
– –
-9,729
78
– –
-1,587
79
– –
-5,895
80
– –
-6,425
1 2 3
4