RWM

Rockwood Wealth Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 16.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$21M
3
+$17.8M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$14.9M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$11.1M

Top Sells

1
+$22M
2
+$6.49M
3
+$5.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.86M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.25M

Sector Composition

1 Energy 0.39%
2 Financials 0.17%
3 Technology 0.06%
4 Consumer Staples 0.03%
5 Materials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$342K 0.03%
10,000
77
$342K 0.03%
8,079
-2,148
78
$311K 0.03%
4,606
79
$294K 0.03%
9,818
80
$288K 0.03%
2,333
-4
81
$286K 0.03%
3,048
82
$276K 0.02%
+7,758
83
$275K 0.02%
+3,983
84
$271K 0.02%
2,010
+67
85
$264K 0.02%
1,352
86
$261K 0.02%
4,994
-177
87
$256K 0.02%
+3,316
88
$256K 0.02%
841
-251
89
$251K 0.02%
5,856
90
$251K 0.02%
2,489
91
$228K 0.02%
5,636
-699
92
$227K 0.02%
400
93
$226K 0.02%
+618
94
$219K 0.02%
+6,654
95
$218K 0.02%
1,950
+56
96
$213K 0.02%
+3,088
97
$208K 0.02%
2,624
-158
98
$208K 0.02%
4,898
-816
99
$205K 0.02%
+3,276
100
$205K 0.02%
+5,216
1 2 3
4
5