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
$170M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.66M
3
+$1.06M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$952K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$612K

Top Sells

1
+$694K
2
+$235K
3
+$189K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$144K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$141K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 0.6%
3 Financials 0.44%
4 Consumer Staples 0.43%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$537K 0.32%
22,910
+200
27
$491K 0.29%
17,963
+160
28
$464K 0.27%
5,559
+42
29
$356K 0.21%
14,006
+13,973
30
$347K 0.2%
7,509
+55
31
$322K 0.19%
3,004
32
$321K 0.19%
2,210
33
$321K 0.19%
11,189
34
$312K 0.18%
10,081
-278
35
$298K 0.17%
2,460
36
$294K 0.17%
5,463
-145
37
$273K 0.16%
738
-45
38
$258K 0.15%
10,041
-7,347
39
$254K 0.15%
2,120
40
$249K 0.15%
1,129
-13
41
$236K 0.14%
3,040
+1,253
42
$232K 0.14%
5,694
-381
43
$191K 0.11%
3,582
+1,773
44
$178K 0.1%
1,495
45
$161K 0.09%
870
-381
46
$154K 0.09%
28,298
+261
47
$150K 0.09%
735
48
$147K 0.09%
1,950
49
$134K 0.08%
+2,947
50
$131K 0.08%
5,358
+913
1
2
3 4 5