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
$209M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$3.41M
3
+$2.36M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.17M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.02M

Top Sells

1
+$7M
2
+$2.46M
3
+$2.28M
4
BF.B icon
Brown-Forman Class B
BF.B
+$1.92M
5
AMZN icon
Amazon
AMZN
+$1.57M

Sector Composition

1 Energy 1.67%
2 Healthcare 0.75%
3 Consumer Discretionary 0.33%
4 Industrials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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