RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
This Quarter Return
+5.97%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$337M
AUM Growth
+$337M
(+5.5%)
Cap. Flow
-$379K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
77.05%
Holding
335
New
3
Increased
25
Reduced
21
Closed
280
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.47% |
| 2 | Consumer Discretionary | 0.26% |
| 3 | Communication Services | 0.26% |
| 4 | Energy | 0.18% |
| 5 | Financials | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Brunswick
BC
$4.15B
| – | – |
-433
| Closed | -$23.3K |
|
327
FlexShares STOXX Global ESG Select Index Fund
ESGG
$95.8M
| – | – |
-588
| Closed | -$99.8K |
|
328
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| – | – |
-123
| Closed | -$15K |
|
329
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.97B
| – | – |
-34
| Closed | -$1.3K |
|
330
Eaton
ETN
$134B
| – | – |
-18
| Closed | -$4.89K |
|
331
Evergy
EVRG
$16.4B
| – | – |
-1,000
| Closed | -$69K |
|
332
Exelon
EXC
$43.8B
| – | – |
-127
| Closed | -$5.85K |
|
333
WisdomTree US MidCap Fund
EZM
$811M
| – | – |
-159
| Closed | -$9.48K |
|
334
Ford
F
$46.2B
| – | – |
-71
| Closed | -$712 |
|
335
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
| – | – |
-89
| Closed | -$6.41K |
|