RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
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
+$10.7M
3
+$2.99M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.42M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.3M

Top Sells

1
+$2.28M
2
+$1.98M
3
+$1.14M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$653K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$361K

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
451
– –
-7
452
– –
-6
453
– –
-3
454
– –
-26
455
– –
-27
456
– –
-1
457
– –
-82
458
– –
-1
459
– –
-8
460
– –
-10
461
– –
-5
462
– –
-140
463
– –
-19
464
– –
-6
465
– –
-1
466
– –
-10
467
– –
-12
468
– –
-4
469
– –
-4
470
– –
-16
471
– –
-40
472
– –
-7
473
– –
-3
474
– –
-10
475
– –
-550
16 17 18
19
20