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
276
$1.79K ﹤0.01%
2
-2
277
$1.73K ﹤0.01%
5
-8
278
$1.68K ﹤0.01%
15
-9
279
$1.67K ﹤0.01%
4
-3
280
$1.65K ﹤0.01%
8
-8
281
$1.64K ﹤0.01%
68
282
$1.63K ﹤0.01%
+23
283
$1.55K ﹤0.01%
2
-2
284
$1.54K ﹤0.01%
7
-8
285
$1.53K ﹤0.01%
64
286
$1.44K ﹤0.01%
21
287
$1.43K ﹤0.01%
1
288
$1.36K ﹤0.01%
59
289
$1.35K ﹤0.01%
9
-10
290
$1.34K ﹤0.01%
10
-9
291
$1.32K ﹤0.01%
18
-18
292
$1.25K ﹤0.01%
20
-1
293
$1.25K ﹤0.01%
7
294
$1.2K ﹤0.01%
24
-25
295
$1.17K ﹤0.01%
2
-1
296
$1.15K ﹤0.01%
5
-5
297
$1.14K ﹤0.01%
27
298
$1.09K ﹤0.01%
+21
299
$1.05K ﹤0.01%
1
-1
300
$1.02K ﹤0.01%
13
10 11
12
13 14