RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
This Quarter Return
-0.42%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(+0.87%)
Cap. Flow
+$4.97M
Cap. Flow
% of AUM
1.56%
Top 10 Holdings %
Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Viatris
VTRS
$12.3B
| $209 | ﹤0.01% |
24
| – | – |
|
327
Copart
CPRT
$47.2B
| $170 | ﹤0.01% |
3
| – | – |
|
328
Unum
UNM
$11.9B
| $163 | ﹤0.01% |
2
| – | – |
|
329
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| $121 | ﹤0.01% |
1
| – | – |
|
330
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.21B
| $71 | ﹤0.01% |
2
| – | – |
|
331
Vanguard Total World Bond ETF
BNDW
$1.33B
| $69 | ﹤0.01% |
1
| – | – |
|
332
JPMorgan Sustainable Municipal Income ETF
JMSI
$311M
| $66 | ﹤0.01% |
+1
| New | +$66 |
|
333
Air Lease Corp
AL
$6.73B
| – | – |
-72
| Closed | -$3.47K |
|
334
Bio-Rad Laboratories Class A
BIO
$8.06B
| – | – |
-8
| Closed | -$2.63K |
|
335
Blackstone
BX
$134B
| – | – |
-375
| Closed | -$64.7K |
|
|
PARA
336
DELISTED
Paramount Global Class B
PARA
| – | – |
-86
| Closed | -$900 |
|
337
Sealed Air
SEE
$4.78B
| – | – |
-57
| Closed | -$1.93K |
|
338
ScottsMiracle-Gro
SMG
$3.53B
| – | – |
-38
| Closed | -$2.52K |
|
339
Spirit AeroSystems
SPR
$4.88B
| – | – |
-62
| Closed | -$2.11K |
|