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
$156M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.76M
3
+$865K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$653K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$592K

Top Sells

1
+$270K
2
+$72K
3
+$56.7K
4
FRC
First Republic Bank
FRC
+$27.9K
5
MRK icon
Merck
MRK
+$25.5K

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Industrials 0.48%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.77K ﹤0.01%
28
227
$1.72K ﹤0.01%
+21
228
$1.62K ﹤0.01%
107
229
$1.34K ﹤0.01%
46
230
$1.31K ﹤0.01%
56
231
$1.28K ﹤0.01%
5
232
$1.26K ﹤0.01%
50
233
$1.13K ﹤0.01%
28
234
$1.04K ﹤0.01%
+89
235
$1.01K ﹤0.01%
15
236
$990 ﹤0.01%
+21
237
$811 ﹤0.01%
33
238
$776 ﹤0.01%
15
+14
239
$722 ﹤0.01%
75
240
$667 ﹤0.01%
+20
241
$661 ﹤0.01%
46
242
$642 ﹤0.01%
13
243
$587 ﹤0.01%
21
244
$564 ﹤0.01%
+25
245
$458 ﹤0.01%
20
246
$273 ﹤0.01%
5
+1
247
$259 ﹤0.01%
11
248
$247 ﹤0.01%
4
249
$202 ﹤0.01%
2
250
$179 ﹤0.01%
2
8 9
10
11 12