RWM
Ruedi Wealth Management Portfolio holdings
AUM $320M
AUM
$320M
AUM Growth
+$2.77M (+0.9%)
Cap. Flow
+$5.05M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
339
New
6
Increased
51
Reduced
28
Closed
7
Top Buys
| 1 | $1.82M | |
| 2 | $1.59M | |
| 3 | $1M | |
| 4 | $812K | |
| 5 | $523K |
Top Sells
| 1 | $787K | |
| 2 | $428K | |
| 3 | $313K | |
| 4 | $296K | |
| 5 | $276K |
Sector Composition
| 1 | Technology | 1.81% |
| 2 | Consumer Discretionary | 0.37% |
| 3 | Financials | 0.35% |
| 4 | Communication Services | 0.28% |
| 5 | Industrials | 0.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $866K | 0.27% | 2,363 +1 | +0% | +$366 | |||
| $854K | 0.27% | 1,527 +1 | +0.1% | +$559 | |||
| $802K | 0.25% | 16,082 +128 | +0.8% | +$6.38K | |||
| $747K | 0.23% | 8,245 -216 | -3% | -$19.6K | |||
| $730K | 0.23% | 12,434 -499 | -4% | -$29.3K | |||
| $718K | 0.22% | 1,914 +1 | +0.1% | +$375 | |||
| $527K | 0.16% | 6,730 -286 | -4% | -$22.4K | |||
| $514K | 0.16% | 8,544 +1,179 | +16% | +$70.9K | |||
| $507K | 0.16% | 2,069 +1 | +0.1% | +$245 | |||
| $489K | 0.15% | 13,667 +1,348 | +11% | +$48.3K | |||
| $447K | 0.14% | 14,301 -242 | -2% | -$7.56K | |||
| $444K | 0.14% | 8,738 +638 | +8% | +$32.4K | |||
| $405K | 0.13% | 14,380 +42 | +0.3% | +$1.18K | |||
| $395K | 0.12% | 15,275 -527 | -3% | -$13.6K | |||
| $388K | 0.12% | 2,509 | – | – | |||
| $373K | 0.12% | 2,388 | – | – | |||
| $364K | 0.11% | 9,462 -268 | -3% | -$10.3K | |||
| $342K | 0.11% | 2,874 | – | – | |||
| $270K | 0.08% | 5,960 +158 | +3% | +$7.15K | |||
| $261K | 0.08% | 1,789 +11 | +0.6% | +$1.6K | |||
| $253K | 0.08% | 7,249 +56 | +0.8% | +$1.95K | |||
| $237K | 0.07% | 505 -141 | -22% | -$66.1K | |||
| $213K | 0.07% | 2,439 -587 | -19% | -$51.2K | |||
| $199K | 0.06% | 7,009 | – | – | |||
| $174K | 0.05% | 735 | – | – |
