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
$238M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$4.33M
3
+$1.7M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$791K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$654K

Top Sells

1
+$1.96M
2
+$488K
3
+$365K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$336K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$315K

Sector Composition

1 Technology 2.11%
2 Consumer Discretionary 0.53%
3 Energy 0.39%
4 Financials 0.39%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$832K 0.35%
1,590
+1
27
$817K 0.34%
14,074
-8,404
28
$802K 0.34%
1,907
+56
29
$801K 0.34%
16,175
+136
30
$725K 0.31%
28,414
+16,627
31
$580K 0.24%
+1,207
32
$543K 0.23%
7,077
-167
33
$478K 0.2%
15,810
-865
34
$454K 0.19%
15,072
+1,240
35
$415K 0.17%
16,789
+163
36
$395K 0.17%
1,972
+105
37
$387K 0.16%
7,711
+310
38
$385K 0.16%
11,189
39
$362K 0.15%
815
+2
40
$359K 0.15%
3,092
41
$359K 0.15%
2,380
+180
42
$357K 0.15%
9,771
-53
43
$354K 0.15%
1,758
44
$344K 0.14%
2,260
-280
45
$308K 0.13%
5,320
-190
46
$283K 0.12%
3,021
-30
47
$243K 0.1%
5,809
+126
48
$230K 0.1%
3,582
49
$181K 0.08%
735
50
$157K 0.07%
899
+2
1
2
3 4 5