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
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$383 ﹤0.01%
20
327
$380 ﹤0.01%
28
328
$346 ﹤0.01%
2
329
$344 ﹤0.01%
4
-4
330
$279 ﹤0.01%
24
-89
331
$275 ﹤0.01%
4
332
$273 ﹤0.01%
3
-3
333
$271 ﹤0.01%
1
-2
334
$268 ﹤0.01%
1
335
$238 ﹤0.01%
2
-3
336
$233 ﹤0.01%
1
-1
337
$157 ﹤0.01%
3
-4
338
$129 ﹤0.01%
2
-2
339
$124 ﹤0.01%
1
340
$119 ﹤0.01%
2
-2
341
$91 ﹤0.01%
2
342
$71 ﹤0.01%
1
343
$23 ﹤0.01%
1
-1
344
– –
-4
345
– –
-1
346
– –
-2
347
– –
-14
348
– –
-13
349
– –
-10
350
– –
-67
12 13
14
15 16