RWM
Ruedi Wealth Management Portfolio holdings
AUM
$357M
1-Year Est. Return
9.19%
1 Year Est. Return
+9.19%
AUM
$337M
AUM Growth
+$17.5M
(+5.5%)
Holding
335
Top Buys
| 1 | +$2.97M | |
| 2 | +$2.27M | |
| 3 | +$1.9M | |
| 4 |
Avantis All International Markets Value ETF
AVNV
|
+$1.88M |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$1.8M |
Top Sells
| 1 | +$2.9M | |
| 2 | +$2.22M | |
| 3 | +$2M | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$1.03M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$839K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.44B
| – | – |
-198
|
|
||
327
Oracle
ORCL
$549B
| – | – |
-511
|
|
||
328
Old Republic International
ORI
$10.6B
| – | – |
-100
|
|
||
329
Palo Alto Networks
PANW
$131B
| – | – |
-274
|
|
||
330
Paychex
PAYX
$39.9B
| – | – |
-10
|
|
||
331
PACCAR
PCAR
$63.7B
| – | – |
-120
|
|
||
332
PepsiCo
PEP
$200B
| – | – |
-1,107
|
|
||
333
Pfizer
PFE
$146B
| – | – |
-1,017
|
|
||
334
Principal Financial Group
PFG
$19.4B
| – | – |
-4
|
|
||
335
Procter & Gamble
PG
$338B
| – | – |
-196
|
|