RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
1-Year Return
9.41%
This Quarter Return
-1.98%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$317M
AUM Growth
+$25.5M
(+8.7%)
Cap. Flow
+$31.3M
Cap. Flow
% of AUM
9.88%
Top 10 Holdings %
Top 10 Hldgs %
77.32%
Holding
347
New
4
Increased
50
Reduced
24
Closed
14
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.1% |
| 2 | Consumer Discretionary | 0.4% |
| 3 | Financials | 0.36% |
| 4 | Communication Services | 0.34% |
| 5 | Industrials | 0.28% |
