RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
1-Year Return
9.41%
This Quarter Return
+0.08%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$254M
AUM Growth
+$16.3M
(+6.9%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
6.43%
Top 10 Holdings %
Top 10 Hldgs %
75.19%
Holding
496
New
236
Increased
140
Reduced
30
Closed
4
Top Buys
Top Sells
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
$3.21M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.97M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$1.63M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
$992K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
TJX Companies
TJX
$157B
| $6.72K | ﹤0.01% |
+61
| New | +$6.72K |
|
227
Accenture
ACN
$159B
| $6.68K | ﹤0.01% |
22
+16
| +267% | +$4.86K |
|
228
HP
HPQ
$27.4B
| $6.55K | ﹤0.01% |
187
+11
| +6% | +$385 |
|
229
Agilent Technologies
A
$36.3B
| $6.48K | ﹤0.01% |
+50
| New | +$6.48K |
|
230
RenaissanceRe
RNR
$11.3B
| $6.48K | ﹤0.01% |
+29
| New | +$6.48K |
|
231
Chubb
CB
$111B
| $6.38K | ﹤0.01% |
25
+6
| +32% | +$1.53K |
|
232
Akamai
AKAM
$11.3B
| $6.31K | ﹤0.01% |
+70
| New | +$6.31K |
|
233
Skyworks Solutions
SWKS
$11.2B
| $6.29K | ﹤0.01% |
+59
| New | +$6.29K |
|
234
Snap-on
SNA
$17.1B
| $6.01K | ﹤0.01% |
+23
| New | +$6.01K |
|
235
Charles Schwab
SCHW
$170B
| $5.9K | ﹤0.01% |
+80
| New | +$5.9K |
|
236
Rapid7
RPD
$1.33B
| $5.84K | ﹤0.01% |
135
| – | – |
|
237
FirstEnergy
FE
$25B
| $5.82K | ﹤0.01% |
152
+19
| +14% | +$727 |
|
238
Cummins
CMI
$54.8B
| $5.82K | ﹤0.01% |
+21
| New | +$5.82K |
|
239
Illinois Tool Works
ITW
$77.7B
| $5.69K | ﹤0.01% |
24
+2
| +9% | +$474 |
|
240
Coterra Energy
CTRA
$18.2B
| $5.65K | ﹤0.01% |
+212
| New | +$5.65K |
|
241
NextEra Energy, Inc.
NEE
$144B
| $5.52K | ﹤0.01% |
78
+31
| +66% | +$2.2K |
|
242
Kraft Heinz
KHC
$31.8B
| $5.47K | ﹤0.01% |
170
+12
| +8% | +$386 |
|
243
WEC Energy
WEC
$34.6B
| $5.34K | ﹤0.01% |
+68
| New | +$5.34K |
|
244
America Movil
AMX
$59.4B
| $5.3K | ﹤0.01% |
312
| – | – |
|
245
GATX Corp
GATX
$5.99B
| $5.29K | ﹤0.01% |
+40
| New | +$5.29K |
|
246
Labcorp
LH
$23B
| $5.29K | ﹤0.01% |
+26
| New | +$5.29K |
|
247
KeyCorp
KEY
$21B
| $5.23K | ﹤0.01% |
+368
| New | +$5.23K |
|
248
Arrow Electronics
ARW
$6.49B
| $5.19K | ﹤0.01% |
+43
| New | +$5.19K |
|
249
Packaging Corp of America
PKG
$19.4B
| $5.11K | ﹤0.01% |
+28
| New | +$5.11K |
|
250
iShares 0-5 Year TIPS Bond ETF
STIP
$12.6B
| $5.06K | ﹤0.01% |
51
+8
| +19% | +$794 |
|