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
451
– –
-11
452
– –
-46
453
– –
-4
454
– –
-330
455
– –
-3
456
– –
-5
457
– –
-7
458
– –
-6
459
– –
-3
460
– –
-26
461
– –
-32
462
– –
-27
463
– –
-1
464
– –
-82
465
– –
-1
466
– –
-8
467
– –
-10
468
– –
-5
469
– –
-140
470
– –
-19
471
– –
-6
472
– –
-1
473
– –
-10
474
– –
-12
475
– –
-4
16 17 18
19
20