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
276
$3.94K ﹤0.01%
5
277
$3.91K ﹤0.01%
271
278
$3.73K ﹤0.01%
176
279
$3.57K ﹤0.01%
+52
280
$3.52K ﹤0.01%
32
281
$3.46K ﹤0.01%
56
282
$3.44K ﹤0.01%
31
+5
283
$3.43K ﹤0.01%
111
284
$3.3K ﹤0.01%
+4
285
$3.28K ﹤0.01%
+15
286
$3.16K ﹤0.01%
+44
287
$3.15K ﹤0.01%
+4
288
$3.11K ﹤0.01%
+52
289
$3.11K ﹤0.01%
+16
290
$3.09K ﹤0.01%
100
291
$3.05K ﹤0.01%
10
292
$3.03K ﹤0.01%
+4
293
$2.95K ﹤0.01%
+50
294
$2.91K ﹤0.01%
37
295
$2.8K ﹤0.01%
+16
296
$2.78K ﹤0.01%
+12
297
$2.77K ﹤0.01%
+29
298
$2.75K ﹤0.01%
+14
299
$2.7K ﹤0.01%
+7
300
$2.67K ﹤0.01%
+36
10 11
12
13 14