RWM
Rockwood Wealth Management Portfolio holdings
AUM
$1.14B
This Quarter Return
+9.15%
1 Year Return
+11.68%
3 Year Return
+38.3%
5 Year Return
–
10 Year Return
–
AUM
$225M
AUM Growth
–
Cap. Flow
+$225M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.8%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$141M |
| 2 |
Apple
AAPL
|
$7M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$3.56M |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$3M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.4% |
| 2 | Healthcare | 3.2% |
| 3 | Consumer Discretionary | 2.5% |
| 4 | Energy | 2.16% |
| 5 | Financials | 1.84% |
