RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
This Quarter Return
+5.97%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$337M
AUM Growth
+$337M
(+5.5%)
Cap. Flow
-$379K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
77.05%
Holding
335
New
3
Increased
25
Reduced
21
Closed
280
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.47% |
| 2 | Consumer Discretionary | 0.26% |
| 3 | Communication Services | 0.26% |
| 4 | Energy | 0.18% |
| 5 | Financials | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
TJX Companies
TJX
$155B
| – | – |
-30
| Closed | -$3.65K |
|
227
Diageo
DEO
$61.1B
| – | – |
-37
| Closed | -$3.88K |
|
228
Deere & Co
DE
$127B
| – | – |
-4
| Closed | -$1.88K |
|
229
DuPont de Nemours
DD
$31.6B
| – | – |
-189
| Closed | -$14.1K |
|
230
Chevron
CVX
$318B
| – | – |
-459
| Closed | -$76.8K |
|
231
Corteva
CTVA
$49.2B
| – | – |
-148
| Closed | -$9.31K |
|
232
Coterra Energy
CTRA
$18.4B
| – | – |
-106
| Closed | -$3.06K |
|
233
CSX Corp
CSX
$60.2B
| – | – |
-239
| Closed | -$7.03K |
|
234
Cintas
CTAS
$82.9B
| – | – |
-8
| Closed | -$1.64K |
|
235
Cisco
CSCO
$268B
| – | – |
-1,155
| Closed | -$71.3K |
|
236
Salesforce
CRM
$245B
| – | – |
-113
| Closed | -$30.3K |
|
237
Copart
CPRT
$46.5B
| – | – |
-3
| Closed | -$170 |
|
238
Costco
COST
$421B
| – | – |
-47
| Closed | -$44.6K |
|
239
Cencora
COR
$57.2B
| – | – |
-15
| Closed | -$4.17K |
|
240
ConocoPhillips
COP
$118B
| – | – |
-250
| Closed | -$26.3K |
|
241
Capital One
COF
$142B
| – | – |
-9
| Closed | -$1.61K |
|
242
CMS Energy
CMS
$21.4B
| – | – |
-43
| Closed | -$3.23K |
|
243
Comcast
CMCSA
$125B
| – | – |
-400
| Closed | -$14.8K |
|
244
Cigna
CI
$80.2B
| – | – |
-5
| Closed | -$1.65K |
|
245
C.H. Robinson
CHRW
$15.2B
| – | – |
-1,000
| Closed | -$102K |
|
246
Constellation Energy
CEG
$96.4B
| – | – |
-44
| Closed | -$8.87K |
|
247
CDW
CDW
$21.4B
| – | – |
-9
| Closed | -$1.44K |
|
248
Cadence Design Systems
CDNS
$94.6B
| – | – |
-1
| Closed | -$254 |
|
249
Carnival Corp
CCL
$42.5B
| – | – |
-100
| Closed | -$1.95K |
|
250
Cracker Barrel
CBRL
$1.2B
| – | – |
-22
| Closed | -$854 |
|