RWM
Rockwood Wealth Management Portfolio holdings
AUM
$1.14B
This Quarter Return
+6.22%
1 Year Return
+11.68%
3 Year Return
+38.3%
5 Year Return
–
10 Year Return
–
AUM
$909M
AUM Growth
+$909M
(+11%)
Cap. Flow
+$37.4M
Cap. Flow
% of AUM
4.11%
Top 10 Holdings %
Top 10 Hldgs %
82.96%
Holding
93
New
6
Increased
40
Reduced
19
Closed
4
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$1.99M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$1.49M |
| 3 |
Cedar Fair
FUN
|
$719K |
| 4 |
Avantis US Equity ETF
AVUS
|
$612K |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
$519K |
Sector Composition
| 1 | Energy | 0.44% |
| 2 | Healthcare | 0.14% |
| 3 | Materials | 0.04% |
| 4 | Consumer Staples | 0.04% |
| 5 | Financials | 0.03% |
