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
426
$386 ﹤0.01%
+14
427
$379 ﹤0.01%
+7
428
$378 ﹤0.01%
14
429
$369 ﹤0.01%
+13
430
$352 ﹤0.01%
+7
431
$347 ﹤0.01%
+12
432
$346 ﹤0.01%
28
433
$340 ﹤0.01%
+6
434
$336 ﹤0.01%
+4
435
$333 ﹤0.01%
+2
436
$321 ﹤0.01%
+1
437
$318 ﹤0.01%
+3
438
$317 ﹤0.01%
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439
$311 ﹤0.01%
+5
440
$306 ﹤0.01%
+6
441
$301 ﹤0.01%
+2
442
$299 ﹤0.01%
+1
443
$279 ﹤0.01%
2
444
$270 ﹤0.01%
20
445
$270 ﹤0.01%
+1
446
$256 ﹤0.01%
4
447
$249 ﹤0.01%
+8
448
$241 ﹤0.01%
+1
449
$232 ﹤0.01%
+2
450
$227 ﹤0.01%
+8
16 17
18
19 20