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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.93K ﹤0.01%
246
+40
252
$4.88K ﹤0.01%
+75
253
$4.68K ﹤0.01%
+75
254
$4.67K ﹤0.01%
37
255
$4.64K ﹤0.01%
+17
256
$4.6K ﹤0.01%
133
+6
257
$4.54K ﹤0.01%
+47
258
$4.54K ﹤0.01%
30
-3
259
$4.51K ﹤0.01%
5
+1
260
$4.49K ﹤0.01%
20
+1
261
$4.46K ﹤0.01%
+10
262
$4.36K ﹤0.01%
+10
263
$4.3K ﹤0.01%
85
+4
264
$4.3K ﹤0.01%
13
+8
265
$4.25K ﹤0.01%
+19
266
$4.17K ﹤0.01%
+82
267
$4.15K ﹤0.01%
35
268
$4.13K ﹤0.01%
+71
269
$4.11K ﹤0.01%
+125
270
$4.09K ﹤0.01%
+7
271
$4.08K ﹤0.01%
10
272
$3.98K ﹤0.01%
+120
273
$3.97K ﹤0.01%
+114
274
$3.96K ﹤0.01%
+1
275
$3.94K ﹤0.01%
+6
9 10
11
12 13