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
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.17K ﹤0.01%
30
227
$4.12K ﹤0.01%
13
228
$4.05K ﹤0.01%
43
229
$4.04K ﹤0.01%
27
230
$4.04K ﹤0.01%
12
231
$3.98K ﹤0.01%
19
232
$3.92K ﹤0.01%
100
233
$3.88K ﹤0.01%
37
234
$3.83K ﹤0.01%
21
235
$3.71K ﹤0.01%
34
236
$3.65K ﹤0.01%
30
237
$3.6K ﹤0.01%
26
238
$3.51K ﹤0.01%
20
239
$3.51K ﹤0.01%
32
240
$3.33K ﹤0.01%
47
241
$3.33K ﹤0.01%
37
242
$3.3K ﹤0.01%
4
243
$3.23K ﹤0.01%
43
244
$3.13K ﹤0.01%
40
245
$3.1K ﹤0.01%
20
246
$3.06K ﹤0.01%
106
247
$3.01K ﹤0.01%
86
-12
248
$2.92K ﹤0.01%
25
249
$2.85K ﹤0.01%
271
250
$2.72K ﹤0.01%
176
8 9
10
11 12