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
301
$712 ﹤0.01%
71
302
$635 ﹤0.01%
12
303
$634 ﹤0.01%
1
304
$633 ﹤0.01%
59
305
$629 ﹤0.01%
28
306
$628 ﹤0.01%
20
307
$562 ﹤0.01%
7
308
$516 ﹤0.01%
6
309
$498 ﹤0.01%
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310
$485 ﹤0.01%
1
311
$470 ﹤0.01%
12
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$438 ﹤0.01%
1
313
$425 ﹤0.01%
5
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$369 ﹤0.01%
14
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$337 ﹤0.01%
4
316
$310 ﹤0.01%
20
317
$308 ﹤0.01%
3
318
$298 ﹤0.01%
20
319
$298 ﹤0.01%
1
320
$296 ﹤0.01%
10
321
$286 ﹤0.01%
3
322
$284 ﹤0.01%
4
323
$273 ﹤0.01%
28
324
$254 ﹤0.01%
1
325
$218 ﹤0.01%
2
10 11 12
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14