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
376
$955 ﹤0.01%
+23
377
$937 ﹤0.01%
+2
378
$933 ﹤0.01%
+21
379
$928 ﹤0.01%
22
380
$923 ﹤0.01%
+3
381
$923 ﹤0.01%
13
382
$876 ﹤0.01%
+24
383
$851 ﹤0.01%
+8
384
$831 ﹤0.01%
+6
385
$827 ﹤0.01%
+7
386
$820 ﹤0.01%
+16
387
$817 ﹤0.01%
+11
388
$786 ﹤0.01%
+7
389
$778 ﹤0.01%
27
+6
390
$758 ﹤0.01%
+13
391
$756 ﹤0.01%
+6
392
$749 ﹤0.01%
+14
393
$742 ﹤0.01%
+3
394
$738 ﹤0.01%
+19
395
$737 ﹤0.01%
+16
396
$705 ﹤0.01%
+4
397
$699 ﹤0.01%
+6
398
$684 ﹤0.01%
92
+33
399
$681 ﹤0.01%
+2
400
$661 ﹤0.01%
+6
14 15
16
17 18