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
326
$271 ﹤0.01%
3
327
$264 ﹤0.01%
2
328
$248 ﹤0.01%
4
329
$172 ﹤0.01%
3
330
$146 ﹤0.01%
2
331
$127 ﹤0.01%
1
332
$72 ﹤0.01%
2
333
$68 ﹤0.01%
1
334
– –
-30
335
– –
-2
336
– –
-23
337
– –
-21
338
– –
-42
339
– –
-10,940
340
– –
-37
341
– –
-184
342
– –
-1
343
– –
-13
344
– –
-2
345
– –
-1
346
– –
-135
347
– –
-49
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