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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.04K ﹤0.01%
43
-1
252
$2.96K ﹤0.01%
30
-29
253
$2.9K ﹤0.01%
13
-13
254
$2.89K ﹤0.01%
10
255
$2.79K ﹤0.01%
77
+1
256
$2.68K ﹤0.01%
8
-9
257
$2.65K ﹤0.01%
20
-20
258
$2.64K ﹤0.01%
5
-5
259
$2.59K ﹤0.01%
40
-40
260
$2.54K ﹤0.01%
106
-106
261
$2.53K ﹤0.01%
5
-7
262
$2.34K ﹤0.01%
16
-4
263
$2.3K ﹤0.01%
46
-4
264
$2.29K ﹤0.01%
37
-38
265
$2.12K ﹤0.01%
6
-16
266
$2.07K ﹤0.01%
57
-57
267
$2.04K ﹤0.01%
9
-10
268
$2.02K ﹤0.01%
193
269
$2.02K ﹤0.01%
62
-63
270
$2K ﹤0.01%
68
271
$1.98K ﹤0.01%
4
-3
272
$1.97K ﹤0.01%
46
273
$1.86K ﹤0.01%
3
-3
274
$1.85K ﹤0.01%
100
-30
275
$1.85K ﹤0.01%
37
-1
9 10
11
12 13