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
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.65K ﹤0.01%
+43
302
$2.63K ﹤0.01%
+19
303
$2.62K ﹤0.01%
44
+1
304
$2.62K ﹤0.01%
+34
305
$2.62K ﹤0.01%
+7
306
$2.58K ﹤0.01%
20
+4
307
$2.54K ﹤0.01%
76
+4
308
$2.53K ﹤0.01%
+6
309
$2.5K ﹤0.01%
+67
310
$2.46K ﹤0.01%
+18
311
$2.43K ﹤0.01%
130
+30
312
$2.42K ﹤0.01%
+57
313
$2.38K ﹤0.01%
+49
314
$2.32K ﹤0.01%
50
-6
315
$2.3K ﹤0.01%
+90
316
$2.29K ﹤0.01%
24
+18
317
$2.28K ﹤0.01%
+10
318
$2.25K ﹤0.01%
+19
319
$2.23K ﹤0.01%
193
320
$2.22K ﹤0.01%
+5
321
$2.17K ﹤0.01%
+4
322
$2.14K ﹤0.01%
+5
323
$2.1K ﹤0.01%
+16
324
$2.1K ﹤0.01%
+2
325
$2.07K ﹤0.01%
+14
11 12
13
14 15