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
IBM
IBM
$227B
| – | – |
-100
| Closed | -$24.9K |
|
327
Intercontinental Exchange
ICE
$101B
| – | – |
-65
| Closed | -$11.2K |
|
328
iShares Core MSCI EAFE ETF
IEFA
$150B
| – | – |
-4
| Closed | -$284 |
|
329
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
| – | – |
-61
| Closed | -$7.3K |
|
330
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.07B
| – | – |
-172
| Closed | -$14.3K |
|
331
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| – | – |
-63
| Closed | -$6.59K |
|
332
Intel
INTC
$107B
| – | – |
-1,528
| Closed | -$34.7K |
|
333
Intuit
INTU
$186B
| – | – |
-3
| Closed | -$1.84K |
|
334
IQVIA
IQV
$32.4B
| – | – |
-45
| Closed | -$7.93K |
|
335
Ingersoll Rand
IR
$31.6B
| – | – |
-199
| Closed | -$15.9K |
|