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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.29K ﹤0.01%
27
-27
227
$4.17K ﹤0.01%
22
-21
228
$4.14K ﹤0.01%
13
-11
229
$4.04K ﹤0.01%
43
-43
230
$3.98K ﹤0.01%
271
231
$3.97K ﹤0.01%
47
-31
232
$3.83K ﹤0.01%
20
-21
233
$3.77K ﹤0.01%
23
-22
234
$3.71K ﹤0.01%
25
-25
235
$3.67K ﹤0.01%
30
-31
236
$3.6K ﹤0.01%
21
-20
237
$3.6K ﹤0.01%
176
238
$3.54K ﹤0.01%
4
-5
239
$3.54K ﹤0.01%
100
240
$3.53K ﹤0.01%
30
-31
241
$3.5K ﹤0.01%
32
242
$3.48K ﹤0.01%
12
-11
243
$3.38K ﹤0.01%
15
-15
244
$3.34K ﹤0.01%
26
-5
245
$3.33K ﹤0.01%
37
246
$3.29K ﹤0.01%
38
-37
247
$3.27K ﹤0.01%
34
-34
248
$3.26K ﹤0.01%
72
-71
249
$3.1K ﹤0.01%
+42
250
$3.08K ﹤0.01%
184
-184
8 9
10
11 12