RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.69K ﹤0.01%
4
252
$2.56K ﹤0.01%
5
253
$2.39K ﹤0.01%
10
254
$2.36K ﹤0.01%
23
255
$2.36K ﹤0.01%
16
256
$2.15K ﹤0.01%
193
257
$2.14K ﹤0.01%
5
258
$2.01K ﹤0.01%
43
259
$2K ﹤0.01%
66
260
$1.95K ﹤0.01%
100
261
$1.88K ﹤0.01%
4
262
$1.87K ﹤0.01%
6
263
$1.84K ﹤0.01%
3
264
$1.8K ﹤0.01%
46
265
$1.76K ﹤0.01%
27
+1
266
$1.65K ﹤0.01%
68
267
$1.65K ﹤0.01%
5
268
$1.64K ﹤0.01%
8
269
$1.63K ﹤0.01%
71
+6
270
$1.61K ﹤0.01%
9
271
$1.59K ﹤0.01%
10
272
$1.56K ﹤0.01%
18
273
$1.54K ﹤0.01%
10
274
$1.47K ﹤0.01%
+149
275
$1.46K ﹤0.01%
15
9 10
11
12 13