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
$156M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.76M
3
+$865K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$653K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$592K

Top Sells

1
+$270K
2
+$72K
3
+$56.7K
4
FRC
First Republic Bank
FRC
+$27.9K
5
MRK icon
Merck
MRK
+$25.5K

Sector Composition

1 Technology 2.88%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Industrials 0.48%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$480K 0.31%
17,803
+8,132
27
$458K 0.29%
5,517
+673
28
$433K 0.28%
17,388
+4,739
29
$422K 0.27%
5,515
+1,333
30
$337K 0.22%
7,454
+1,328
31
$329K 0.21%
3,004
32
$298K 0.19%
10,359
-52
33
$298K 0.19%
+11,189
34
$297K 0.19%
5,608
-263
35
$288K 0.19%
2,210
-68
36
$256K 0.16%
2,460
37
$251K 0.16%
783
+29
38
$245K 0.16%
6,075
+873
39
$233K 0.15%
1,142
+355
40
$228K 0.15%
1,251
+329
41
$220K 0.14%
2,120
42
$164K 0.11%
28,037
43
$155K 0.1%
1,950
44
$148K 0.1%
735
-64
45
$141K 0.09%
+342
46
$139K 0.09%
1,495
47
$132K 0.09%
1,787
-972
48
$120K 0.08%
+1,135
49
$116K 0.07%
1,207
50
$112K 0.07%
363
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