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
$175M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.31M
3
+$958K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$802K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$671K

Top Sells

1
+$107K
2
+$99.5K
3
+$55.7K
4
NKE icon
Nike
NKE
+$28.7K
5
MAS icon
Masco
MAS
+$26.2K

Sector Composition

1 Technology 2.66%
2 Consumer Discretionary 0.55%
3 Communication Services 0.43%
4 Energy 0.43%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$541K 0.31%
7,197
+23
27
$510K 0.29%
22,607
-303
28
$449K 0.26%
17,197
-766
29
$430K 0.25%
5,687
+128
30
$391K 0.22%
15,443
+5,402
31
$364K 0.21%
3,092
+88
32
$335K 0.19%
2,540
+80
33
$334K 0.19%
7,651
+142
34
$310K 0.18%
11,189
35
$296K 0.17%
9,885
-196
36
$291K 0.17%
813
+75
37
$291K 0.17%
5,509
+46
38
$288K 0.17%
2,200
+80
39
$277K 0.16%
3,555
+515
40
$273K 0.16%
1,285
+156
41
$266K 0.15%
+1,758
42
$265K 0.15%
1,826
-384
43
$226K 0.13%
5,765
+71
44
$192K 0.11%
8,585
+3,227
45
$189K 0.11%
3,582
46
$158K 0.09%
1,495
47
$150K 0.09%
735
48
$148K 0.08%
872
+2
49
$147K 0.08%
1,950
50
$138K 0.08%
28,298
1
2
3 4 5