RWM
Rockwood Wealth Management Portfolio holdings
AUM
$1.4B
1-Year Est. Return
16.98%
This Fund
S&P 500
1 Year Est. Return
+16.98%
AUM
$1.4B
AUM Growth
+$55.5M
(+4.1%)
Holding
126
Top Buys
| 1 | +$19.3M | |
| 2 | +$6.31M | |
| 3 | +$5.73M | |
| 4 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$5.06M |
| 5 |
Avantis US Equity ETF
AVUS
|
+$4.42M |
Top Sells
| 1 | +$1.72M | |
| 2 | +$597K | |
| 3 | +$492K | |
| 4 |
Alpha Architect Tail Risk ETF
CAOS
|
+$373K |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$356K |
Sector Composition
| 1 | Energy | 0.35% |
| 2 | Financials | 0.18% |
| 3 | Technology | 0.04% |
| 4 | Industrials | 0.02% |
| 5 | Consumer Staples | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
AB InBev
BUD
$146B
| – | – |
0
|
|