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
401
$649 ﹤0.01%
+18
402
$637 ﹤0.01%
+13
403
$636 ﹤0.01%
85
404
$628 ﹤0.01%
+8
405
$605 ﹤0.01%
+4
406
$589 ﹤0.01%
+19
407
$585 ﹤0.01%
+5
408
$564 ﹤0.01%
+1
409
$535 ﹤0.01%
+11
410
$528 ﹤0.01%
+7
411
$526 ﹤0.01%
20
412
$516 ﹤0.01%
+15
413
$500 ﹤0.01%
+10
414
$491 ﹤0.01%
+27
415
$480 ﹤0.01%
+3
416
$475 ﹤0.01%
+4
417
$474 ﹤0.01%
+36
418
$469 ﹤0.01%
+5
419
$467 ﹤0.01%
+1
420
$467 ﹤0.01%
+6
421
$460 ﹤0.01%
+6
422
$419 ﹤0.01%
+10
423
$414 ﹤0.01%
20
424
$404 ﹤0.01%
+2
425
$390 ﹤0.01%
+6
15 16
17
18 19