RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.33M
3
+$1.7M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$791K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$654K

Top Sells

1
+$1.96M
2
+$488K
3
+$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$315K

Sector Composition

1 Technology 2.11%
2 Consumer Discretionary 0.53%
3 Energy 0.39%
4 Financials 0.39%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.33K ﹤0.01%
72
+4
227
$2.19K ﹤0.01%
24
228
$2.14K ﹤0.01%
193
229
$2.08K ﹤0.01%
6
230
$1.98K ﹤0.01%
70
231
$1.96K ﹤0.01%
16
232
$1.82K ﹤0.01%
38
-12
233
$1.82K ﹤0.01%
5
234
$1.73K ﹤0.01%
46
235
$1.63K ﹤0.01%
100
236
$1.6K ﹤0.01%
22
237
$1.26K ﹤0.01%
20
238
$1.21K ﹤0.01%
59
-2
239
$1.1K ﹤0.01%
18
-3
240
$1.08K ﹤0.01%
28
241
$1.01K ﹤0.01%
86
242
$896 ﹤0.01%
75
243
$818 ﹤0.01%
20
+11
244
$794 ﹤0.01%
13
245
$699 ﹤0.01%
85
246
$694 ﹤0.01%
30
+1
247
$581 ﹤0.01%
21
248
$532 ﹤0.01%
6
249
$515 ﹤0.01%
59
250
$435 ﹤0.01%
20
7 8 9
10
11