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
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$14.6M
3
+$11.1M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$9.8M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$8.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 0.69%
3 Consumer Staples 0.57%
4 Financials 0.57%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$434K 0.31%
+1,809
27
$403K 0.28%
+4,182
28
$359K 0.25%
+140
29
$346K 0.24%
+6,126
30
$331K 0.23%
+3,004
31
$313K 0.22%
+12,649
32
$305K 0.22%
+2,278
33
$302K 0.21%
+6,165
34
$296K 0.21%
+5,871
35
$281K 0.2%
+10,411
36
$259K 0.18%
+787
37
$255K 0.18%
+5,202
38
$218K 0.15%
+2,460
39
$206K 0.15%
+2,759
40
$201K 0.14%
+754
41
$187K 0.13%
+2,120
42
$181K 0.13%
+1,950
43
$167K 0.12%
+922
44
$165K 0.12%
+799
45
$164K 0.12%
+28,037
46
$124K 0.09%
+1,207
47
$122K 0.09%
+1,495
48
$112K 0.08%
+363
49
$98.6K 0.07%
+2,976
50
$98.2K 0.07%
+547
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