RWM

Ruedi Wealth Management Portfolio holdings

AUM $382M
1-Year Est. Return 13.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.5M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.38M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.23M

Top Sells

1
+$2.2M
2
+$1.95M
3
+$1.1M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$630K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$357K

Sector Composition

1 Technology 2.16%
2 Consumer Discretionary 0.45%
3 Financials 0.36%
4 Communication Services 0.32%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-5
402
– –
-2
403
– –
-4
404
– –
-1
405
– –
-43
406
– –
-3
407
– –
-2
408
– –
-12
409
– –
-12
410
– –
-52
411
– –
-25
412
– –
-21
413
– –
-17
414
– –
-19
415
– –
-90
416
– –
-1
417
– –
-2
418
– –
-4
419
– –
-50
420
– –
-13
421
– –
-23
422
– –
-1
423
– –
-18
424
– –
-2
425
– –
-11
15 16
17
18 19