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

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
RJF icon
226
Raymond James Financial
RJF
$32.1B
$4.17K ﹤0.01%
30
ANSS
227
DELISTED
Ansys
ANSS
$4.12K ﹤0.01%
13
SF icon
228
Stifel
SF
$12.4B
$4.05K ﹤0.01%
43
KEYS icon
229
Keysight
KEYS
$31.5B
$4.04K ﹤0.01%
27
SNA icon
230
Snap-on
SNA
$17.8B
$4.04K ﹤0.01%
12
LHX icon
231
L3Harris
LHX
$55.6B
$3.98K ﹤0.01%
19
ORI icon
232
Old Republic International
ORI
$10.2B
$3.92K ﹤0.01%
100
DEO icon
233
Diageo
DEO
$52.8B
$3.88K ﹤0.01%
37
WWD icon
234
Woodward
WWD
$16.3B
$3.83K ﹤0.01%
21
WEC icon
235
WEC Energy
WEC
$36.6B
$3.71K ﹤0.01%
34
TJX icon
236
TJX Companies
TJX
$163B
$3.65K ﹤0.01%
30
DTE icon
237
DTE Energy
DTE
$28.9B
$3.6K ﹤0.01%
26
DOV icon
238
Dover
DOV
$25B
$3.51K ﹤0.01%
20
EMR icon
239
Emerson Electric
EMR
$73.2B
$3.51K ﹤0.01%
32
NEE icon
240
NextEra Energy
NEE
$177B
$3.33K ﹤0.01%
47
MDT icon
241
Medtronic
MDT
$119B
$3.33K ﹤0.01%
37
LLY icon
242
Eli Lilly
LLY
$865B
$3.3K ﹤0.01%
4
CMS icon
243
CMS Energy
CMS
$22.5B
$3.23K ﹤0.01%
43
SCHW icon
244
Charles Schwab
SCHW
$173B
$3.13K ﹤0.01%
40
GATX icon
245
GATX Corp
GATX
$5.59B
$3.1K ﹤0.01%
20
CTRA icon
246
Coterra Energy
CTRA
$20.1B
$3.06K ﹤0.01%
106
ESGE icon
247
iShares ESG Aware MSCI EM ETF
ESGE
$5.67B
$3.01K ﹤0.01%
86
-12
A icon
248
Agilent Technologies
A
$41.5B
$2.92K ﹤0.01%
25
ELAN icon
249
Elanco Animal Health
ELAN
$11.1B
$2.85K ﹤0.01%
271
HPE icon
250
Hewlett Packard
HPE
$31.5B
$2.72K ﹤0.01%
176