RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.69K | 0% | 4 | – | – | |||
| $2.56K | 0% | 5 | – | – | |||
| $2.39K | 0% | 10 | – | – | |||
| $2.36K | 0% | 23 | – | – | |||
| $2.36K | 0% | 16 | – | – | |||
| $2.15K | 0% | 193 | – | – | |||
| $2.14K | 0% | 5 | – | – | |||
| $2.01K | 0% | 43 | – | – | |||
| $2K | 0% | 66 | – | – | |||
| $1.95K | 0% | 100 | – | – | |||
| $1.88K | 0% | 4 | – | – | |||
| $1.87K | 0% | 6 | – | – | |||
| $1.84K | 0% | 3 | – | – | |||
| $1.8K | 0% | 46 | – | – | |||
| $1.76K | 0% | 27 +1 | +4% | +$65 | |||
| $1.65K | 0% | 68 | – | – | |||
| $1.65K | 0% | 5 | – | – | |||
| $1.64K | 0% | 8 | – | – | |||
| $1.63K | 0% | 71 +6 | +9% | +$138 | |||
| $1.61K | 0% | 9 | – | – | |||
| $1.59K | 0% | 2 | – | – | |||
| $1.57K | 0% | 18 | – | – | |||
| $1.54K | 0% | 10 | – | – | |||
| $1.47K | 0% | 149 | New | +$1.47K | |||
| $1.46K | 0% | 15 | – | – |
