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
276
$1.46K ﹤0.01%
8
277
$1.41K ﹤0.01%
20
278
$1.4K ﹤0.01%
10
279
$1.38K ﹤0.01%
5
280
$1.37K ﹤0.01%
33
+6
281
$1.36K ﹤0.01%
7
282
$1.31K ﹤0.01%
18
283
$1.31K ﹤0.01%
7
284
$1.29K ﹤0.01%
13
285
$1.27K ﹤0.01%
1
286
$1.26K ﹤0.01%
2
287
$1.24K ﹤0.01%
59
288
$1.21K ﹤0.01%
7
289
$1.2K ﹤0.01%
2
290
$1.18K ﹤0.01%
+2
291
$1.16K ﹤0.01%
22
292
$1.13K ﹤0.01%
12
293
$1.06K ﹤0.01%
2
294
$1.06K ﹤0.01%
5
295
$923 ﹤0.01%
4
296
$914 ﹤0.01%
24
297
$900 ﹤0.01%
86
298
$882 ﹤0.01%
7
299
$872 ﹤0.01%
28
300
$821 ﹤0.01%
+2
10 11
12
13 14