RWM
Rockwood Wealth Management Portfolio holdings
AUM
$1.14B
This Quarter Return
+8.55%
1 Year Return
+11.68%
3 Year Return
+38.3%
5 Year Return
–
10 Year Return
–
AUM
$428M
AUM Growth
+$428M
(+37%)
Cap. Flow
+$89.8M
Cap. Flow
% of AUM
20.96%
Top 10 Holdings %
Top 10 Hldgs %
83.53%
Holding
76
New
6
Increased
37
Reduced
13
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 0.72% |
| 2 | Healthcare | 0.68% |
| 3 | Consumer Discretionary | 0.18% |
| 4 | Financials | 0.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell Mid-Cap ETF
IWR
$44.4B
| – | – |
-5,541
| Closed | -$344K |
|