RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
1-Year Return
9.41%
This Quarter Return
+0.08%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$254M
AUM Growth
+$16.3M
(+6.9%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
6.43%
Top 10 Holdings %
Top 10 Hldgs %
75.19%
Holding
496
New
236
Increased
140
Reduced
30
Closed
4
Top Buys
Top Sells
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
+$3.21M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$1.97M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$1.63M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$992K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Blackrock
BLK
$171B
| $3.94K | ﹤0.01% |
5
| – | – |
|
277
Elanco Animal Health
ELAN
$9.32B
| $3.91K | ﹤0.01% |
271
| – | – |
|
278
Hewlett Packard
HPE
$31.5B
| $3.73K | ﹤0.01% |
176
| – | – |
|
279
Gilead Sciences
GILD
$144B
| $3.57K | ﹤0.01% |
+52
| New | +$3.57K |
|
280
Emerson Electric
EMR
$74.3B
| $3.53K | ﹤0.01% |
32
| – | – |
|
281
Avantis International Equity ETF
AVDE
$8.91B
| $3.46K | ﹤0.01% |
56
| – | – |
|
282
DTE Energy
DTE
$28B
| $3.44K | ﹤0.01% |
31
+5
| +19% | +$555 |
|
283
Yum China
YUMC
$16.2B
| $3.43K | ﹤0.01% |
111
| – | – |
|
284
KLA
KLAC
$121B
| $3.3K | ﹤0.01% |
+4
| New | +$3.3K |
|
285
Avery Dennison
AVY
$13B
| $3.28K | ﹤0.01% |
+15
| New | +$3.28K |
|
286
Edison International
EIX
$21.1B
| $3.16K | ﹤0.01% |
+44
| New | +$3.16K |
|
287
ServiceNow
NOW
$194B
| $3.15K | ﹤0.01% |
+4
| New | +$3.15K |
|
288
Bank of New York Mellon
BK
$73.9B
| $3.11K | ﹤0.01% |
+52
| New | +$3.11K |
|
289
Texas Instruments
TXN
$168B
| $3.11K | ﹤0.01% |
+16
| New | +$3.11K |
|
290
Old Republic International
ORI
$9.97B
| $3.09K | ﹤0.01% |
100
| – | – |
|
291
Boston Beer
SAM
$2.43B
| $3.05K | ﹤0.01% |
10
| – | – |
|
292
Equinix
EQIX
$76.3B
| $3.03K | ﹤0.01% |
+4
| New | +$3.03K |
|
293
CVS Health
CVS
$91B
| $2.95K | ﹤0.01% |
+50
| New | +$2.95K |
|
294
Medtronic
MDT
$121B
| $2.91K | ﹤0.01% |
37
| – | – |
|
295
Cintas
CTAS
$81.4B
| $2.8K | ﹤0.01% |
+16
| New | +$2.8K |
|
296
Biogen
BIIB
$21.1B
| $2.78K | ﹤0.01% |
+12
| New | +$2.78K |
|
297
Albemarle
ALB
$8.54B
| $2.77K | ﹤0.01% |
+29
| New | +$2.77K |
|
298
SBA Communications
SBAC
$20.6B
| $2.75K | ﹤0.01% |
+14
| New | +$2.75K |
|
299
Ulta Beauty
ULTA
$23B
| $2.7K | ﹤0.01% |
+7
| New | +$2.7K |
|
300
American International
AIG
$43.5B
| $2.67K | ﹤0.01% |
+36
| New | +$2.67K |
|