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
$212M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.87M
3
+$1.93M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.87M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.43M

Top Sells

1
+$137K
2
+$81.4K
3
+$67.3K
4
META icon
Meta Platforms (Facebook)
META
+$55.7K
5
ERIC icon
Ericsson
ERIC
+$46.3K

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Communication Services 0.36%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-97
252
– –
-700
253
– –
-2
7 8 9 10
11