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
$596M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$2.76M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.59M

Top Sells

1
+$2.39M
2
+$1.63M
3
+$886K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$521K
5
GLD icon
SPDR Gold Trust
GLD
+$375K

Sector Composition

1 Energy 0.57%
2 Healthcare 0.23%
3 Consumer Discretionary 0.12%
4 Financials 0.03%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,175
77
– –
-3,644
78
– –
-5,787
1 2 3
4