RWM

Ruedi Wealth Management Portfolio holdings

AUM $382M
1-Year Est. Return 13.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.68M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$951K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$618K

Top Sells

1
+$672K
2
+$222K
3
+$180K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$137K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
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