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
101
$204K 0.02%
1,058
-110
102
$159K 0.01%
12,531
103
$89.8K 0.01%
13,485
104
$45.2K ﹤0.01%
28,793
105
$18.2K ﹤0.01%
10,000
106
$8K ﹤0.01%
667
107
– –
-107,329
108
– –
-12,784
109
– –
-2,188
1 2 3 4
5