RWM

Ruedi Wealth Management Portfolio holdings

AUM $337M
1-Year Est. Return 9.41%
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
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 Change
in Stake 		Capital Flow
351
$1.36K ﹤0.01%
21
+3
352
$1.35K ﹤0.01%
+25
353
$1.33K ﹤0.01%
21
+1
354
$1.28K ﹤0.01%
+1
355
$1.26K ﹤0.01%
+20
356
$1.2K ﹤0.01%
113
+38
357
$1.18K ﹤0.01%
59
358
$1.17K ﹤0.01%
+4
359
$1.13K ﹤0.01%
+36
360
$1.13K ﹤0.01%
+17
361
$1.12K ﹤0.01%
+7
362
$1.11K ﹤0.01%
+15
363
$1.1K ﹤0.01%
+4
364
$1.09K ﹤0.01%
+23
365
$1.08K ﹤0.01%
+23
366
$1.06K ﹤0.01%
+15
367
$1.05K ﹤0.01%
27
+7
368
$1.01K ﹤0.01%
+12
369
$986 ﹤0.01%
+11
370
$970 ﹤0.01%
+4
371
$968 ﹤0.01%
28
372
$966 ﹤0.01%
93
+7
373
$957 ﹤0.01%
+10
374
$957 ﹤0.01%
+5
375
$955 ﹤0.01%
+4
13 14
15
16 17