RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $276K |
Sector Composition
| 1 | Technology | 1.81% |
| 2 | Consumer Discretionary | 0.37% |
| 3 | Financials | 0.35% |
| 4 | Communication Services | 0.28% |
| 5 | Industrials | 0.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.17K | 0% | 30 | – | – | |||
| $4.12K | 0% | 13 | – | – | |||
| $4.05K | 0% | 43 | – | – | |||
| $4.04K | 0% | 27 | – | – | |||
| $4.04K | 0% | 12 | – | – | |||
| $3.98K | 0% | 19 | – | – | |||
| $3.92K | 0% | 100 | – | – | |||
| $3.88K | 0% | 37 | – | – | |||
| $3.83K | 0% | 21 | – | – | |||
| $3.71K | 0% | 34 | – | – | |||
| $3.65K | 0% | 30 | – | – | |||
| $3.6K | 0% | 26 | – | – | |||
| $3.51K | 0% | 20 | – | – | |||
| $3.51K | 0% | 32 | – | – | |||
| $3.33K | 0% | 47 | – | – | |||
| $3.33K | 0% | 37 | – | – | |||
| $3.3K | 0% | 4 | – | – | |||
| $3.23K | 0% | 43 | – | – | |||
| $3.13K | 0% | 40 | – | – | |||
| $3.11K | 0% | 20 | – | – | |||
| $3.06K | 0% | 106 | – | – | |||
| $3.01K | 0% | 86 -12 | -12% | -$420 | |||
| $2.93K | 0% | 25 | – | – | |||
| $2.85K | 0% | 271 | – | – | |||
| $2.72K | 0% | 176 | – | – |
