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
$428M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
76
-5,541