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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.72K ﹤0.01%
+61
227
$6.67K ﹤0.01%
22
+16
228
$6.55K ﹤0.01%
187
+11
229
$6.48K ﹤0.01%
+50
230
$6.48K ﹤0.01%
+29
231
$6.38K ﹤0.01%
25
+6
232
$6.31K ﹤0.01%
+70
233
$6.29K ﹤0.01%
+59
234
$6.01K ﹤0.01%
+23
235
$5.89K ﹤0.01%
+80
236
$5.84K ﹤0.01%
135
237
$5.82K ﹤0.01%
152
+19
238
$5.82K ﹤0.01%
+21
239
$5.69K ﹤0.01%
24
+2
240
$5.65K ﹤0.01%
+212
241
$5.52K ﹤0.01%
78
+31
242
$5.46K ﹤0.01%
170
+12
243
$5.33K ﹤0.01%
+68
244
$5.3K ﹤0.01%
312
245
$5.29K ﹤0.01%
+40
246
$5.29K ﹤0.01%
+26
247
$5.23K ﹤0.01%
+368
248
$5.19K ﹤0.01%
+43
249
$5.11K ﹤0.01%
+28
250
$5.06K ﹤0.01%
51
+8
8 9
10
11 12