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
Boeing
BA
$148B
| – | – |
-180
|
|
||
327
Bank of America
BAC
$384B
| – | – |
-3,474
|
|
||
328
Brunswick
BC
$4.18B
| – | – |
-433
|
|
||
329
Blackrock
BLK
$164B
| – | – |
-5
|
|
||
330
Vanguard Total World Bond ETF
BNDW
$1.39B
| – | – |
-1
|
|
||
331
BP
BP
$93.4B
| – | – |
-823
|
|
||
332
Berkshire Hathaway Class B
BRK.B
$1.1T
| – | – |
-288
|
|
||
333
First Busey Corp
BUSE
$2.05B
| – | – |
-493
|
|
||
334
Citigroup
C
$179B
| – | – |
-20
|
|
||
335
Caterpillar
CAT
$260B
| – | – |
-384
|
|