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
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.66M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$952K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$612K

Top Sells

1
+$694K
2
+$235K
3
+$189K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$144K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-76
227
– –
-35
228
– –
-57
229
– –
-20
230
– –
-171
231
– –
-207
232
– –
-56
233
– –
-590
234
– –
-455
235
– –
-312
236
– –
-780
237
– –
-89
238
– –
-424
239
– –
-158
240
– –
-69
241
– –
-131
242
– –
-691
243
– –
-75
244
– –
-241
245
– –
-1,424
246
– –
-342
247
– –
-321
248
– –
-532
249
– –
-78
250
– –
-255
7 8 9
10
11