RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $712 | 0% | 71 | – | – | |||
| $635 | 0% | 12 | – | – | |||
| $634 | 0% | 1 | – | – | |||
| $633 | 0% | 59 | – | – | |||
| $629 | 0% | 28 | – | – | |||
| $628 | 0% | 20 | – | – | |||
| $562 | 0% | 7 | – | – | |||
| $516 | 0% | 6 | – | – | |||
| $498 | 0% | 85 | – | – | |||
| $485 | 0% | 1 | – | – | |||
| $470 | 0% | 12 | – | – | |||
| $438 | 0% | 1 | – | – | |||
| $425 | 0% | 5 | – | – | |||
| $369 | 0% | 14 | – | – | |||
| $337 | 0% | 4 | – | – | |||
| $310 | 0% | 20 | – | – | |||
| $308 | 0% | 3 | – | – | |||
| $298 | 0% | 20 | – | – | |||
| $298 | 0% | 1 | – | – | |||
| $296 | 0% | 10 | – | – | |||
| $286 | 0% | 3 | – | – | |||
| $284 | 0% | 4 | – | – | |||
| $273 | 0% | 28 | – | – | |||
| $254 | 0% | 1 | – | – | |||
| $218 | 0% | 2 | – | – |
