RWM

Ruedi Wealth Management Portfolio holdings

AUM $337M
1-Year Est. Return 9.41%
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$14.6M
3
+$11.1M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$9.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$8.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 0.69%
3 Consumer Staples 0.57%
4 Financials 0.57%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$576 ﹤0.01%
+21
227
$552 ﹤0.01%
+20
228
$384 ﹤0.01%
+24
229
$307 ﹤0.01%
+11
230
$217 ﹤0.01%
+4
231
$200 ﹤0.01%
+2
232
$199 ﹤0.01%
+4
233
$152 ﹤0.01%
+1
234
$150 ﹤0.01%
+2
235
$128 ﹤0.01%
+1
236
$100 ﹤0.01%
+9
237
$84 ﹤0.01%
+1
238
$51 ﹤0.01%
+1
239
– –
0
240
$26 ﹤0.01%
+1
241
$0 ﹤0.01%
+1
6 7 8 9
10