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
301
$796 ﹤0.01%
15
302
$780 ﹤0.01%
12
303
$772 ﹤0.01%
21
304
$763 ﹤0.01%
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305
$712 ﹤0.01%
1
306
$703 ﹤0.01%
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307
$692 ﹤0.01%
20
308
$631 ﹤0.01%
6
309
$624 ﹤0.01%
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310
$573 ﹤0.01%
7
311
$507 ﹤0.01%
12
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$492 ﹤0.01%
85
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$475 ﹤0.01%
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$462 ﹤0.01%
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+5
316
$429 ﹤0.01%
20
317
$403 ﹤0.01%
1
318
$388 ﹤0.01%
28
319
$347 ﹤0.01%
10
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$327 ﹤0.01%
3
321
$310 ﹤0.01%
4
322
$300 ﹤0.01%
1
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$299 ﹤0.01%
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324
$298 ﹤0.01%
20
325
$275 ﹤0.01%
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