RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
1-Year Return
9.41%
This Quarter Return
+0.08%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$254M
AUM Growth
+$16.3M
(+6.9%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
6.43%
Top 10 Holdings %
Top 10 Hldgs %
75.19%
Holding
496
New
236
Increased
140
Reduced
30
Closed
4
Top Buys
Top Sells
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
+$3.21M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$1.97M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$1.63M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$992K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$729K |
Sector Composition
| 1 | Technology | 2.47% |
| 2 | Consumer Discretionary | 0.47% |
| 3 | Financials | 0.44% |
| 4 | Communication Services | 0.43% |
| 5 | Industrials | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
TCW Transform 500 ETF
VOTE
$876M
| $1.36K | ﹤0.01% |
21
+3
| +17% | +$195 |
|
352
Tractor Supply
TSCO
$31.8B
| $1.35K | ﹤0.01% |
+25
| New | +$1.35K |
|
353
Citigroup
C
$176B
| $1.33K | ﹤0.01% |
21
+1
| +5% | +$63 |
|
354
TransDigm Group
TDG
$72.9B
| $1.28K | ﹤0.01% |
+1
| New | +$1.28K |
|
355
General Mills
GIS
$26.8B
| $1.27K | ﹤0.01% |
+20
| New | +$1.27K |
|
356
Viatris
VTRS
$12.2B
| $1.2K | ﹤0.01% |
113
+38
| +51% | +$404 |
|
357
Schwab US REIT ETF
SCHH
$8.32B
| $1.18K | ﹤0.01% |
59
| – | – |
|
358
Aon
AON
$79.8B
| $1.17K | ﹤0.01% |
+4
| New | +$1.17K |
|
359
Fastenal
FAST
$55.3B
| $1.13K | ﹤0.01% |
+36
| New | +$1.13K |
|
360
Centene
CNC
$14.2B
| $1.13K | ﹤0.01% |
+17
| New | +$1.13K |
|
361
Royal Caribbean
RCL
$95.4B
| $1.12K | ﹤0.01% |
+7
| New | +$1.12K |
|
362
State Street
STT
$31.7B
| $1.11K | ﹤0.01% |
+15
| New | +$1.11K |
|
363
Rockwell Automation
ROK
$38.8B
| $1.1K | ﹤0.01% |
+4
| New | +$1.1K |
|
364
Delta Air Lines
DAL
$40.3B
| $1.09K | ﹤0.01% |
+23
| New | +$1.09K |
|
365
Synchrony
SYF
$28B
| $1.09K | ﹤0.01% |
+23
| New | +$1.09K |
|
366
O'Reilly Automotive
ORLY
$90.3B
| $1.06K | ﹤0.01% |
+15
| New | +$1.06K |
|
367
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.02B
| $1.05K | ﹤0.01% |
27
+7
| +35% | +$273 |
|
368
Best Buy
BBY
$16.4B
| $1.01K | ﹤0.01% |
+12
| New | +$1.01K |
|
369
Iron Mountain
IRM
$27.3B
| $986 | ﹤0.01% |
+11
| New | +$986 |
|
370
Equifax
EFX
$31.2B
| $970 | ﹤0.01% |
+4
| New | +$970 |
|
371
Teradata
TDC
$2.01B
| $968 | ﹤0.01% |
28
| – | – |
|
|
PARA
372
DELISTED
Paramount Global Class B
PARA
| $966 | ﹤0.01% |
93
+7
| +8% | +$73 |
|
373
LyondellBasell Industries
LYB
$17.6B
| $957 | ﹤0.01% |
+10
| New | +$957 |
|
374
ResMed
RMD
$40.9B
| $957 | ﹤0.01% |
+5
| New | +$957 |
|
375
Automatic Data Processing
ADP
$121B
| $955 | ﹤0.01% |
+4
| New | +$955 |
|