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
$583M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Energy 0.55%
2 Healthcare 0.48%
3 Technology 0.34%
4 Consumer Discretionary 0.09%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$127K 0.02%
15,835
77
-707