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
451
$216 ﹤0.01%
+11
452
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+2
453
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+12
454
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+2
455
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+2
456
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+4
457
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+5
458
$181 ﹤0.01%
+4
459
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461
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462
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+2
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464
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465
$157 ﹤0.01%
+2
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$149 ﹤0.01%
+1
467
$132 ﹤0.01%
+1
468
$132 ﹤0.01%
+1
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$132 ﹤0.01%
+7
470
$118 ﹤0.01%
+2
471
$117 ﹤0.01%
1
472
$116 ﹤0.01%
+2
473
$115 ﹤0.01%
+2
474
$114 ﹤0.01%
+4
475
$113 ﹤0.01%
+10
16 17 18
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