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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$1.23M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.08M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$930K

Top Sells

1
+$3.38M
2
+$531K
3
+$430K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$148K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.33K ﹤0.01%
60
227
$4.24K ﹤0.01%
22
228
$4.07K ﹤0.01%
12
229
$4K ﹤0.01%
19
230
$3.97K ﹤0.01%
32
231
$3.76K ﹤0.01%
176
232
$3.75K ﹤0.01%
20
233
$3.62K ﹤0.01%
30
234
$3.62K ﹤0.01%
100
235
$3.5K ﹤0.01%
21
236
$3.47K ﹤0.01%
72
237
$3.37K ﹤0.01%
15
238
$3.37K ﹤0.01%
47
239
$3.36K ﹤0.01%
25
240
$3.28K ﹤0.01%
271
241
$3.28K ﹤0.01%
98
+21
242
$3.2K ﹤0.01%
34
243
$3.14K ﹤0.01%
26
244
$3.1K ﹤0.01%
20
245
$3.09K ﹤0.01%
4
246
$3K ﹤0.01%
10
247
$2.96K ﹤0.01%
40
248
$2.96K ﹤0.01%
37
249
$2.87K ﹤0.01%
43
250
$2.78K ﹤0.01%
23
8 9
10
11 12