RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.44K ﹤0.01%
9
277
$1.42K ﹤0.01%
20
278
$1.41K ﹤0.01%
28
-9
279
$1.38K ﹤0.01%
1
280
$1.36K ﹤0.01%
2
281
$1.3K ﹤0.01%
34
+1
282
$1.27K ﹤0.01%
59
283
$1.25K ﹤0.01%
13
284
$1.25K ﹤0.01%
7
285
$1.24K ﹤0.01%
7
286
$1.2K ﹤0.01%
7
287
$1.16K ﹤0.01%
12
288
$1.13K ﹤0.01%
2
289
$1.12K ﹤0.01%
2
290
$1.07K ﹤0.01%
7
291
$1.01K ﹤0.01%
5
292
$968 ﹤0.01%
2
293
$909 ﹤0.01%
24
294
$897 ﹤0.01%
+15
295
$854 ﹤0.01%
22
296
$842 ﹤0.01%
21
297
$827 ﹤0.01%
15
298
$822 ﹤0.01%
4
299
$819 ﹤0.01%
17
+1
300
$742 ﹤0.01%
2
10 11
12
13 14