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
$317M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.3M
3
+$1.23M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.08M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$930K

Top Sells

1
+$3.38M
2
+$531K
3
+$430K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$148K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.4%
3 Financials 0.36%
4 Communication Services 0.34%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.71K ﹤0.01%
106
252
$2.63K ﹤0.01%
8
253
$2.52K ﹤0.01%
38
254
$2.49K ﹤0.01%
100
255
$2.43K ﹤0.01%
5
256
$2.35K ﹤0.01%
5
257
$2.28K ﹤0.01%
4
258
$2.27K ﹤0.01%
193
259
$2.12K ﹤0.01%
2
260
$2.11K ﹤0.01%
62
261
$2.11K ﹤0.01%
6
262
$2K ﹤0.01%
46
263
$1.99K ﹤0.01%
16
264
$1.94K ﹤0.01%
43
-3
265
$1.93K ﹤0.01%
57
266
$1.89K ﹤0.01%
3
267
$1.8K ﹤0.01%
26
+5
268
$1.8K ﹤0.01%
37
269
$1.79K ﹤0.01%
66
-2
270
$1.7K ﹤0.01%
4
271
$1.6K ﹤0.01%
9
272
$1.58K ﹤0.01%
68
273
$1.57K ﹤0.01%
9
274
$1.53K ﹤0.01%
15
275
$1.48K ﹤0.01%
65
+1
9 10
11
12 13