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
$926M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$51.6M
2 +$33.2M
3 +$21.7M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$12.9M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$11.1M

Sector Composition

1 Energy 0.51%
2 Healthcare 0.08%
3 Financials 0.06%
4 Consumer Staples 0.03%
5 Materials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-42,850