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
326
$2.03K ﹤0.01%
+22
327
$1.97K ﹤0.01%
+13
328
$1.95K ﹤0.01%
+42
329
$1.86K ﹤0.01%
68
-2
330
$1.83K ﹤0.01%
38
331
$1.81K ﹤0.01%
+4
332
$1.77K ﹤0.01%
+141
333
$1.74K ﹤0.01%
+19
334
$1.73K ﹤0.01%
+26
335
$1.71K ﹤0.01%
46
336
$1.7K ﹤0.01%
+13
337
$1.66K ﹤0.01%
+46
338
$1.65K ﹤0.01%
+40
339
$1.6K ﹤0.01%
+32
340
$1.59K ﹤0.01%
+68
341
$1.54K ﹤0.01%
+26
342
$1.54K ﹤0.01%
+62
343
$1.51K ﹤0.01%
+25
344
$1.5K ﹤0.01%
+4
345
$1.48K ﹤0.01%
+15
346
$1.46K ﹤0.01%
+3
347
$1.46K ﹤0.01%
+14
348
$1.45K ﹤0.01%
64
+34
349
$1.45K ﹤0.01%
+3
350
$1.44K ﹤0.01%
+7
12 13
14
15 16