RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
This Quarter Return
+9.68%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
+$37.4M
(+21%)
Cap. Flow
+$20.4M
Cap. Flow
% of AUM
9.63%
Top 10 Holdings %
Top 10 Hldgs %
77.61%
Holding
253
New
29
Increased
59
Reduced
29
Closed
6
Top Buys
Top Sells
| 1 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$144K |
| 2 |
Avantis US Equity ETF
AVUS
|
$87.7K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$71.8K |
| 4 |
Meta Platforms (Facebook)
META
|
$60.5K |
| 5 |
Ericsson
ERIC
|
$57.6K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Tyler Technologies
TYL
$24B
| – | – |
-97
| Closed | -$37.5K |
|
252
Viavi Solutions
VIAV
$2.57B
| – | – |
-700
| Closed | -$6.4K |
|
253
Wabtec
WAB
$32.7B
| – | – |
-2
| Closed | -$213 |
|