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
$212M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.89M
3
+$2.07M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.94M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.53M

Top Sells

1
+$144K
2
+$87.7K
3
+$71.8K
4
META icon
Meta Platforms (Facebook)
META
+$60.5K
5
ERIC icon
Ericsson
ERIC
+$57.6K

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Communication Services 0.36%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$791K 0.37%
2,284
27
$755K 0.36%
1,589
-151
28
$696K 0.33%
1,851
+60
29
$558K 0.26%
7,244
+47
30
$478K 0.23%
16,675
-522
31
$403K 0.19%
13,832
-1,611
32
$401K 0.19%
16,626
-5,981
33
$358K 0.17%
2,540
34
$355K 0.17%
7,401
-250
35
$348K 0.16%
11,189
36
$333K 0.16%
813
37
$327K 0.15%
9,824
-61
38
$318K 0.15%
1,867
+41
39
$311K 0.15%
5,510
+1
40
$309K 0.15%
3,092
41
$307K 0.15%
2,200
42
$306K 0.14%
11,787
+3,202
43
$305K 0.14%
1,284
-1
44
$274K 0.13%
3,051
-504
45
$261K 0.12%
1,758
46
$234K 0.11%
5,683
-82
47
$207K 0.1%
3,582
48
$181K 0.09%
735
49
$152K 0.07%
897
+25
50
$150K 0.07%
2,947
1
2
3 4 5