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
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.33M
3
+$1.7M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$791K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$654K

Top Sells

1
+$1.96M
2
+$488K
3
+$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$315K

Sector Composition

1 Technology 2.11%
2 Consumer Discretionary 0.53%
3 Energy 0.39%
4 Financials 0.39%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$354 ﹤0.01%
28
252
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253
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255
$262 ﹤0.01%
4
256
$114 ﹤0.01%
1
-20
257
$73 ﹤0.01%
2
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$69 ﹤0.01%
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